The sustained 30-68% YoY growth signals robust AI and advanced-node demand. Watch for the upcoming Q2 2026 earnings release for EPS, margin, and forward guidance to confirm the trend. Continued strength would reinforce TSMC's valuation premium as the AI chip manufacturing leader.
Price Chart
Executive Summary
TSMC reported June 2026 revenue of NT$442.68 billion, up 67.9% YoY and 6.2% MoM, with H1 2026 revenue of NT$2,404.48 billion, up 35.6% YoY. This marks another month of accelerating revenue growth, driven by sustained AI chip demand and broad semiconductor recovery. The strong top-line momentum supports the bullish thesis on TSMC's dominant position in advanced process nodes.
Key Facts
- June 2026 revenue NT$442.68 billion, +67.9% YoY and +6.2% MoM
- H1 2026 cumulative revenue NT$2,404.48 billion, +35.6% YoY
- Revenue growth accelerated sharply from prior year, far above typical run rates
- No EPS, margin, or guidance data reported in this monthly filing
Financial Impact
June revenue NT$442.68B (+67.9% YoY); H1 revenue NT$2,404.48B (+35.6% YoY)
Risk Factors
- Monthly revenue data does not include profitability, margins, or guidance
- Potential demand normalization or capex overhang could temper future growth
- Geopolitical risks from Taiwan-China tensions remain a structural overhang
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000447 |
| Document: 0001046179-26-000447-index-headers.html | 0001046179-26-000447 |
| Document: 0001046179-26-000447-index.html | 0001046179-26-000447 |
| Document: 0001046179-26-000447.txt | 0001046179-26-000447 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 3d ago | Institutional Cluster | $410.04 | awaiting T+20 | — | $424.39 (+3.50%) |
Oct 22, 2026 4d ago | 6-K | $412.35 | awaiting T+20 | — | $424.39 (+2.92%) |
Oct 15, 2026 11d ago | 6-K | $422.25 | awaiting T+20 | — | $424.39 (+0.51%) |
Oct 12, 2026 14d ago | Institutional Cluster | $444.35 | awaiting T+20 | — | $424.39 (−4.49%) |
Oct 8, 2026 18d ago | 6-K | $457.99 | awaiting T+20 | — | $424.39 (−7.34%) |
Sep 24, 2026 4w ago | 6-K | $451.15 $412.35 | ▼ −8.60% | ▼ −8.18% | $424.39 (−5.93%) |
Sep 10, 2026 6w ago | 6-K | $428.03 $457.99 | ▲ +7.00% | ▲ +4.88% | $424.39 (−0.85%) |
Sep 9, 2026 6w ago | Insider Cluster | $435.36 $472.20 | ▲ +8.46% | ▲ +6.52% | $424.39 (−2.52%) |
Sep 4, 2026 7w ago | Insider Cluster | $428.91 $485.80 | ▲ +13.26% | ▲ +12.66% | $424.39 (−1.05%) |
Sep 1, 2026 7w ago | 6-K | $414.00 $456.19 | ▲ +10.19% | ▲ +9.87% | $424.39 (+2.51%) |
US Market Status
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