TSMC's revenue reached an impressive 442.68 billion NTD in June 2026, which is about 13.75 billion USD (at the time of writing) for a single month of net revenue. This represents a remarkable 67.9% growth compared to the same month last year, driven by the record AI data center expansion. Month over month, TSMC's revenue increased by 6.2% from May 2026. These figures are impressive, considering that such high double-digit growth for a company already generating billions in revenue is one of the best performances in modern history. Additionally, TSMC generated revenue of 2,404.48 billion NTD, equivalent to about 74.66 billion USD, in the first six months of the year. This marks an increase of 35.6% compared to the first half of 2025, indicating that the trend is expected to continue.
In June, TSMC successfully began high-volume manufacturing of the N2 process. AMD has partnered with TSMC to manufacture its EPYC "Venice" on the 2 nm N2 process, alongside the CoWoS packaging that TSMC's facilities offer. AMD is now a top-tier client at TSMC, utilizing the latest nodes that were typically adopted first by Apple, followed by others. Apple is following AMD with its A20 SoC for iPhones and M6 SoC for MacBooks. TSMC's revenue target for the full year 2026 is expected to significantly surpass the 2025 figures, as the company encourages customers to adopt more advanced built on pricier wafers.