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TSMC July Sales Surge 45% as AI Chip Demand Outruns Tariffs

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TSMC is turning AI infrastructure spending into strong results, with June 2026 revenue at NT$442.68 billion, up 67.9% year on year, and Q2 2026 revenue reaching $40.20 billion, up 33.7% in dollar terms. Demand is flowing into TSMC’s most advanced capacity, while TSMC and U.S. officials announced an additional $100 billion for Arizona plans, lifting total planned U.S. investment to $265 billion.

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