TSMC's June sales smash previous monthly record

Taipei, July 13 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) on Monday reported its highest monthly sales in June in the wake of strong global demand for AI applications.

In a statement, TSMC, the world's largest contract chipmaker, said the company posted NT$442.68 billion (US$13.80 billion) in consolidated sales in June, smashing the previous monthly high of NT$416.98 billion recorded in May.

The June revenue was up 67.9 percent from a year earlier and rose 6.2 percent from a month earlier.

In the second quarter, TSMC's consolidated sales stood at NT$1.27 trillion, also hitting a fresh quarterly high, up almost 12 percent from a quarter earlier.

At an investor conference held in mid-April, TSMC forecast second-quarter revenue of between US$39.0 billion and US$40.2 billion, representing sequential growth of about 10 percent and year-on-year growth of around 32 percent.

According to TSMC, its consolidated sales rose 35.6 percent from a year earlier to NT$2.40 trillion in the first half of 2026.

Also at the April meeting, TSMC said the company received a significant boost from robust global demand for AI applications and the need for rapidly-growing computing capacity and expects to benefit from stable shipments of high-end chips. TSMC has forecast sales will grow more than 30 percent in 2026 in U.S. dollar terms.

TSMC Chairman and CEO C.C. Wei (魏哲家) said at the company's annual meeting in June that the chipmaker continues to grow together with its clients during the AI era.

Although TSMC continues to invest in Taiwan and the United States, Wei said, Taiwan will remain the chipmaker's largest production base in the world.

He said semiconductor demand will always exist and TSMC will maintain its lead over its peers to provide the best services to clients.

TSMC has invested US$65 billion to build three advanced wafer fabs in the U.S. state of Arizona, with the first starting mass production in the fourth quarter of 2024.

Last year, the company announced an additional US$100 billion in investment to build three additional wafer fabs, two IC assembly plants, and a research and development center in the U.S.

TSMC has scheduled an investor conference for Thursday to detail its second quarter results and provide guidance for the third quarter and all of 2026. The meeting is expected to highlight sales growth, capital expenditure, and high-end process development among other major issues.