Key Points
Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) reported a significant 68% year-over-year increase in revenue for June 2026, marking the fastest monthly growth for the year. This growth surpasses the 45% increase noted in March 2026 and is driven by strong demand from key clients such as Nvidia, Apple, and AMD.
TSMC’s Q2 revenue is projected to exceed $40.2 billion, translating into a nearly 34% year-over-year rise. The company has increased the prices of its advanced chip nodes by 5% to 10%, and the 3-nanometer node, which accounts for a quarter of TSMC’s revenue, is sold out. TSMC is also preparing for the volume production of its 2-nanometer node, which has a 10% to 20% premium over the 3nm node, indicating potential margin improvements.
The TSMC Q2 earnings report is scheduled for July 16, 2026, with analysts expecting earnings-per-share to grow by over 55% year-over-year, bolstered by its pricing strategy and sustained demand.
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