TSMC’s monthly sales rise 30% thanks to sustained AI chip demand

Published Wed, Jun 10, 2026 · 02:56 PM

[TAIPEI] Taiwan Semiconductor Manufacturing (TSMC) reported a 30 per cent rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build artificial intelligence infrastructure. 

Revenue in May was NT$416.98 billion (S$17 billion), with combined April and May sales up around 24 per cent from the year-ago period, Bloomberg calculations showed.

Analysts are looking for a 35 per cent increase in second-quarter sales. 

Asia’s largest company has become an essential global AI player by making cutting-edge semiconductors for the likes of Nvidia and Advanced Micro Devices.

That is as Alphabet, Amazon.com, Meta Platforms and Microsoft prepare to set aside US$725 billion for AI-related investments this year, significantly more than previously anticipated.

TSMC has been bullish on global AI chip demand.

The company’s CEO CC Wei told shareholders earlier this month that its global chip supply will fall short of demand for years to come.

This was just days after Nvidia boss Jensen Huang said his company is still supply constrained.

In April, the Taiwanese chipmaker raised its full-year sales guidance and said its capital spending should trend towards the upper-end of an existing forecast range of as much as US$56 billion in 2026. 

However, TSMC also supplies chips to smartphone and consumer electronics makers, which are grappling with soaring memory chip costs and customer sentiment hurt by rising costs of living. BLOOMBERG