TSMC's AI Chip Demand Boosts Revenue by Nearly 36 Percent
JAKARTA - Demand for chips for artificial intelligence continues to boost TSMC's revenue. The world's largest contract chip manufacturer recorded an increase in revenue of nearly 36 percent throughout the first half of 2026, but its capacity is still unable to meet all customer demand.
Anadolu Agency, quoted on Monday, July 13, reported that Taiwan Semiconductor Manufacturing Company recorded revenue of around 2.4 trillion new Taiwan dollars or 75 billion US dollars during January to June. In the same period last year, its revenue reached 55.2 billion US dollars.
TSMC is a contract chip manufacturer, a company that makes chips based on designs owned by other companies. Its customers include Nvidia and Apple.
TSMC's revenue in June reached around US$13.8 billion. The figure jumped 68 percent compared to June last year and up around 6 percent from May.
The performance boosted second-quarter revenue to around $39.6 billion. The value grew 36 percent compared to the same period a year earlier.
The increase was supported by strong demand for advanced chips for AI servers and data centers. Cloud computing companies and chip designers continue to expand their artificial intelligence infrastructure.
Demand for TSMC's most advanced production technology and chip packaging capacity remains high. Chip packaging is the stage of placing and connecting chips so that they are ready to be used in electronic devices or systems.
TSMC Chief Executive Officer C.C. Wei in June said the company was likely not able to meet all customer demand for several years, even though additional capacity had begun to be operated.
TSMC is budgeting nearly $56 billion in capital expenditures this year, close to a record high. The funds are used to expand production and packaging facilities for advanced chips in Taiwan and the United States.
TSMC's performance is seen as one indicator of global investment in AI servers and data centers.
TSMC is scheduled to release its full second-quarter report on Thursday. The company will also update its annual revenue forecast and investment plans.