Taiwan Semiconductor Manufacturing Company (TSMC) reported record revenue of NT$1.27 trillion (about US$39.6 billion) for the second quarter of 2026, a 36% increase from the same period last year [1, 2, 3, 4]. June alone saw a surge in revenue of approximately 68% year-on-year to NT$442.68 billion (US$13.2–13.8 billion), underscoring growing demand from key customers [1, 2, 5, 3, 4].
For the first half of 2026, TSMC’s revenue totaled around NT$2.4 trillion (US$75 billion), up 36% from the first half of 2025 [5, 4]. The company remains the world’s largest pure-play contract chipmaker with about a 73% share of the global foundry market as of the first quarter, according to Counterpoint Research [5]. Major clients include Nvidia and Apple, which drive significant orders for advanced chips, especially for AI applications [1, 2, 5, 4].
CEO C.C. Wei cautioned in June that TSMC will not be able to fully meet growing demand from American customers for several years despite planned capacity expansions. "The company won’t be able to fulfill demand led by American customers for years, even as more manufacturing capacity comes online in the US over the next few years," Wei said [2].
TSMC plans nearly US$56 billion in capital expenditures for 2026 to expand its cutting-edge chip manufacturing and packaging capabilities in Taiwan and the US [2, 4]. The company is adding two advanced chip packaging plants in southern Taiwan’s Chiayi Science Park; one is already in mass production and the other will start soon [5].
TSMC disclosed these revenue and production updates on July 13 ahead of a full earnings report scheduled for July 16, where the company will provide more details and update its business outlook [1, 2, 5, 3, 4].
