TSMC Posts 45% July Sales Jump to NT$467.58 Billion as AI Chip Demand Holds Strong
Updated
Updated · TheStreet · Aug 10
TSMC Posts 45% July Sales Jump to NT$467.58 Billion as AI Chip Demand Holds Strong
3 articles · Updated · TheStreet · Aug 10
Summary
July revenue at TSMC rose 45% from a year earlier to NT$467.58 billion, with sales also up 6% from June in another sign AI-related chip demand remains robust.
That momentum reflects heavy AI and data-center spending, while a seasonal ramp in smartphones and consumer electronics is also lifting orders ahead of new device launches.
TSMC last month raised its 2026 outlook, projecting full-year sales growth slightly above 40% in U.S. dollar terms and record capital spending of $60 billion to $64 billion.
The update reinforces TSMC's role as a key read-through for broader chip and AI supply chains, including suppliers tied to Nvidia, Apple and upcoming handset launches.