TSMC, the company that manufactures chips for basically everyone who matters in tech, is about to post another quarter that makes the rest of the semiconductor industry look like it’s standing still.
The Taiwanese chipmaking giant is expected to report a net profit of roughly $19.65 billion for the second quarter of 2026, a 59% jump from the same period last year. If those numbers hold when TSMC reports earnings on July 16, it would mark the company’s fifth consecutive record quarter.
The numbers behind the AI chip machine
TSMC’s June revenue alone came in at NT$442.68 billion, approximately $13.8 billion, representing a 67.9% year-over-year increase. That single month was unprecedented in the company’s history.
For the full second quarter, analysts project revenue of around $39.6 billion, up 36% compared to Q2 2025. The first half of 2026 has been equally impressive, with cumulative revenue hitting NT$2,404.48 billion, a 35.6% increase over the prior year’s first half.
