TSMC just keeps printing money. The Taiwanese chipmaking giant is on track for a fifth consecutive quarter of record profit, fueled by a seemingly bottomless appetite for AI semiconductors that shows no sign of slowing down.
The company’s June 2026 revenue alone hit NT$442.68 billion, roughly $13.8 billion, representing a 67.9% jump compared to the same month last year. Total Q2 2026 revenue is expected to land around $39.6 billion, up nearly 36% year-over-year.
The numbers behind the streak
TSMC’s full Q2 earnings report drops on July 16, but the trajectory is already clear. Analysts anticipate net profits will climb roughly 59% year-over-year when the numbers are finalized.
For context, Q1 2026 net profit came in at approximately $18.2 billion, a 58% increase from the prior year. Q4 2025 profit was T$505.7 billion, around $16 billion, representing 35% growth.
