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Analysis

TSMC June 2026 Revenue Hits NT$442.7 Billion, Up 67.9% Year-on-Year, as Taiwan’s Monthly Data Points to Firm AI Demand

July 13, 2026 by TCB Editorial

TSMC’s June 2026 revenue of NT$442.7 billion rose 6.16% month-over-month and 67.9% year-over-year, a strong hard-data signal that AI infrastructure demand is accelerating. Delta and Hon Hai posted big annual gains, while MediaTek’s flat first half shows the rally is not evenly distributed.

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TSMC June 2026 Revenue: NT$442.7B, +67.9% YoY — Q2 Earnings Read-Through

July 28, 2026July 9, 2026 by TCB Editorial

TSMC’s June 2026 revenue came in at NT$442.7 billion — up 67.9% year-over-year and 6.16% from May — confirming the Q2 print. What Taiwan’s monthly revenue data locks in for Q2 margins and Q3 AI-capex guidance.

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