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TSMC-Affiliated GUC Posts Record Revenue as Turnkey Hits 80.6%

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Sig3.55Sen+6.75Env0.00Soc0.00Gov+0.80

GUC, the TSMC-affiliated ASIC design house, reported a July 2026 all-time monthly revenue record, up 158.4% year over year. In June, turnkey chip mass production made up 80.6% of revenue. The company reserved 60,000 CoWoS wafers with TSMC for 2027, noting CoWoS capacity is fully sold out, with cloud provider mass production expected to peak in 2027.

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