TSMC's June 2026 revenue hit 442.68 billion NTD (~$13.75 billion), a 67.9% jump YoY and 6.2% MoM, driven by record AI data‑center expansion. The month’s spike ranks among the strongest single‑month performances for a company already in the billions. In the first half of 2026, TSMC generated 2,404.48 billion NTD (~$74.66 billion), up 35.6% over H1 2025, signalling a continued upward trend.

June also marked the launch of high‑volume production of the N2 process; AMD’s EPYC “Venice” was fabricated on Hub 2 nm N2, with Co‑Wo‑S packaging. AMD is now a top‑tier client, following Apple with its A20 So C for iPhones and M6 So C for MacBooks. The company’s full‑year 2026 target is projected to far exceed 2025 numbers as it pushes customers toward pricier, advanced wafers.

Such growth underscores the robustness of TSMC’s supply chain and its ability to scale new technologies rapidly. Industry analysts see this as a signal that the global semiconductor market will remain resilient amid geopolitical tensions.