- July revenue was about NT$467.6 billion, up 44.7% year over year and 5.6% month over month.
[[1]](https://www.cnbc.com/2026/08/10/tsmc-revenue-surge-ai-chip-big-tech.html) - The result follows June revenue of NT$442.68 billion, which rose 67.9% year over year.
[[2]](https://investor.tsmc.com/english/monthly-revenue/2026) - TSMC forecast third-quarter revenue of $44.6 billion to $45.8 billion in its July earnings release.
[[3]](https://pr.tsmc.com/english/news/3326) - TSMC said advanced technologies represented 77% of second-quarter wafer sales, including 2-nanometer, 3-nanometer, 5-nanometer and 7-nanometer products.
[[3]](https://pr.tsmc.com/english/news/3326)
TSMC’s July revenue rose 44.7% from a year earlier to about NT$467.6 billion, according to CNBC, extending the chipmaker’s strong 2026 sales run as demand for advanced processors remains elevated. Revenue increased 5.6% from June. [1]
The result offers another read-through on the semiconductor supply chain after TSMC reported second-quarter revenue of NT$1.270 trillion, up 36% year over year, and guided to third-quarter revenue of $44.6 billion to $45.8 billion. [3]
What happened #
TSMC’s July sales followed June revenue of NT$442.68 billion, which was up 67.9% from June 2025. The July figure implies that monthly sales remained above the second-quarter average despite the difficult comparison with a strong prior-year period. [1][2]
At the time of verification, TSMC’s investor-relations calendar listed the July monthly-sales release for August 10, 2026, while the company’s online 2026 monthly-revenue table had not yet populated the July row. [4]
Why it matters #
TSMC is a key manufacturing supplier for companies designing advanced processors, including Nvidia and other large technology customers. Its monthly sales are closely watched because they provide an early signal on demand moving through the advanced-chip supply chain. [1]
The July sales result is consistent with TSMC’s recent outlook. In its second-quarter release, the company said advanced technologies accounted for 77% of wafer sales and forecast third-quarter revenue growth of 37% year over year at the midpoint of its guidance range. [3]
What’s next #
Companies mentioned #
Further sources #
[[1] CNBC report on TSMC’s July 2026 revenue surge and AI-chip demand. ↗](https://www.cnbc.com/2026/08/10/tsmc-revenue-surge-ai-chip-big-tech.html)
[[2] TSMC 2026 monthly revenue table showing June revenue of NT$442.68 billion and 6… ↗](https://investor.tsmc.com/english/monthly-revenue/2026)
[[3] TSMC’s second-quarter 2026 earnings release, including advanced-technology mix … ↗](https://pr.tsmc.com/english/news/3326)
[[4] TSMC financial calendar listing the July 2026 monthly-sales release for August … ↗](https://investor.tsmc.com/english/financial-calendar)
The stories that matter, in one email. Free — unsubscribe anytime.