TSMC’s June revenue surged 68% year over year, and first-half revenue reached $74.99 billion. As demand for AI chips and infrastructure investment continue to heat up, is a semiconductor supercycle starting to form? A deep dive into industry-chain logic and investment risks.

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TSMC’s June revenue surged 68% year over year: Can AI chip demand sustain the semiconductor supercycle?
On July 13, the world’s largest contract chipmaker, TSMC (TSM.US), released its revenue report for June 2026. Monthly consolidated revenue reached NT$442.68 billion (about $13.8 billion), up 67.9% year over year and up 6.2% quarter over quarter, setting a record high for monthly revenue. In the first half of 2026, TSMC’s cumulative revenue totaled NT$2.404484 trillion (about $74.99 billion), up 35.6% year over year. The company expects to publish its full quarterly results for the second quarter
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· 5h ago
Just go for it 👊
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