AI orders continue to be strong! TSM.US's June revenue surged 67.9% year-on-year, and advanced packaging production expanded

The Zhitong Finance App learned that according to data released by TSM.US on Monday, its June sales increased 67.9% year over year, and the company will release its second-quarter earnings report later this week.

In the first half of 2026, TSMC's total revenue reached NT$2.4 trillion (US$74.99 billion), an increase of 35.6% compared with the same period in 2025. TSMC reported revenue of NT$442.68 billion in June, up 6.2% from the previous month.

Demand for artificial intelligence chips and infrastructure investments are driving the company's growth.

As the world's largest wafer foundry, the company manufactures semiconductors for a wide range of applications, from smartphones to high-performance AI computing systems. Its main customers include AI darlings Nvidia, Apple, and AMD in the US.

TSMC will add three new advanced packaging plants to the second phase of the Chiayi Science Park construction plan in southern Taiwan. At the groundbreaking ceremony for the second phase of the project held last Sunday, relevant sources announced the expansion plan and said, “Today's groundbreaking ceremony marks the official launch of the second phase of the project, which will include the third and fourth plants.”

The source said that the park, which covers an area of about 90 hectares, will develop into an advanced packaging industrial settlement led by TSMC. The report said that the two advanced packaging plants in the first phase of the plan began mass production last month. He said that after all four factories are put into operation, the Chiayi Science Park is expected to generate an output value of more than 300 billion NTD (about 9.35 billion US dollars) and create more than 9,000 jobs every year. He also said that the Chiayi Science Park will work with other important science parks in Taiwan to build a complete artificial intelligence (AI) and semiconductor industry corridor.

According to Counterpoint Research, TSMC held 73% of the global pure wafer foundry (manufacturing chips for customers) market in the first quarter of 2026, and the company is scheduled to announce its second-quarter earnings report on July 16 (Thursday).