TSMC, the company that makes the chips powering basically everything with a transistor, just posted $13.2 billion in revenue for May 2026. That’s a 30.1% jump from the same month last year, and it tells a very specific story about where the semiconductor industry’s priorities lie right now.
The number, reported as NT$416,975 million in local currency, lands squarely in line with TSMC’s full-year guidance calling for over 30% revenue growth in US dollar terms.
AI is eating the chip supply
In the first quarter of 2026, TSMC’s HPC segment, which includes AI accelerators, accounted for 61% of total sales. A full 74% of TSMC’s wafer revenue in Q1 came from chips built on 7-nanometer processes and below.
The March 2026 figures were even more dramatic, showing a 45.2% year-over-year revenue increase.
