TSMC just posted numbers that would make most companies blush. The Taiwanese semiconductor giant is reporting roughly 45% year-over-year growth in its July 2026 monthly sales, continuing a streak that has turned the chipmaker into the most critical link in the global AI supply chain.
The July figure follows an even more eye-popping June, when TSMC logged consolidated revenue of NT$442.68 billion. That’s a 67.9% year-over-year surge and a 6.2% bump from the prior month.
The numbers behind the AI boom
TSMC’s first half of 2026 tells a story of relentless acceleration. Total revenue for the six-month period hit NT$2.404 trillion, up 35.6% compared to the same stretch last year.
That momentum prompted management to revise guidance upward. TSMC now expects full-year 2026 revenue growth to land slightly above 40% in US dollar terms. The previous forecast had called for growth exceeding 30%.
