68% Revenue Growth: Analysis of TSMC’s Financial Results and Outlook

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading semiconductor manufacturer, has released its financial results for June and the first half of the current year.

According to the company’s financial report, TSMC’s sales in June increased by 68% year over year, while compared with the previous month, revenue grew by 6.2% to reach $14.6 billion.

For the first half of 2026, TSMC reported revenue of $75 billion, representing a 35.6% increase compared with the same period in 2025. Notably, the company’s second-quarter revenue exceeded its own highest guidance range, which was positively received by investors.

Analysts estimate that TSMC could generate more than $40 billion in revenue from AI chips this year, accounting for nearly 25% of its total revenue. The company manufactures semiconductors for a wide range of applications, from smartphones to high-performance artificial intelligence computing systems, supplying leading U.S. technology companies such as NVIDIA, Apple, and AMD.

According to data from Counterpoint Research, TSMC controlled 73% of the global chip foundry market in the first quarter of 2026, making it the undisputed leader in the semiconductor industry.

Analysts’ Expectations

Looking ahead, Wall Street analysts expect TSMC’s stock price to increase by approximately 17% over the next 12 months. However, according to analysts at Barclays, the Taiwanese semiconductor giant has the potential for a 44% upside.

For context, TSMC’s valuation has increased by 123% over the past year, and the company’s current market capitalization stands at $2.25 trillion, making it the largest company in Asia by market value.

You can trade TSMC shares, review its financial metrics, and explore analyst forecasts through TBC’s investment platform, available in the TBC Mobilebank app.

Please note: this is not financial advice.