TSMC Posts Record Q2 2026 Revenue Up 36% Year-on-Year Driven by AI Chips

What happened

TSMC, the world's largest contract chipmaker, reported Q2 2026 results: total revenue hit $39.6 billion (NT$1.27 trillion), a new all-time record and a 36% year-over-year increase. June alone rose 68% compared to June 2025.

Context and impact

AI chips (for Nvidia, AMD, Apple, and custom ASICs for hyperscalers) now account for an estimated 25–30% of TSMC's annual revenue — up from ~10% a year ago. 3nm process capacity (N3E and N3P) is fully booked at least through Q1 2027. The results confirm the AI chip supercycle is continuing despite Nvidia share price volatility. TSMC is the key barometer for the health of the AI hardware ecosystem.

Details

• Q2 2026 revenue: $39.6B (NT$1.27T) — all-time record
• Year-over-year growth: +36%
• June revenue: +68% YoY — strongest single month in history
• AI chips: ~25% of total annual revenue (up from ~10% a year ago)
• 3nm capacity (N3E, N3P): fully booked through Q1 2027
• Earnings call: scheduled July 17, 2026