$TSM released June revenue


> Monthly revenue reached a record NT$442.7 billion, up 6.2% MoM and 67.9% YoY
> First-half revenue reached NT$2.4 trillion, up 35.6% YoY
> Sequential growth accelerated throughout Q2
Analysts expect H2 2026 to outperform H1, supported by Nvidia Rubin, Google TPUs, custom CSP ASICs, new Apple products, continued 3nm demand, and expanding CoWoS capacity
TSM-0.26%
NVDA0.33%
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