TSMC May Revenue Hits NT$416.9 Billion, Surging 30%. AI Chip Orders Pour In.

TradingKey - Global semiconductor foundry giant TSMC ( TSM) announced its May 2026 revenue report on June 10, with monthly consolidated revenue reaching NT$416.98 billion, a significant year-on-year increase of 30.1% and a month-on-month increase of 1.5%, setting a new record high for a single month. This performance continues the strong growth momentum seen since the beginning of 2026.

Data shows that TSMC's cumulative revenue from January to May 2026 reached NT$1.9618 trillion, a year-on-year increase of 30%, just one step away from the NT$2 trillion milestone.

Reviewing the performance of the first five months, March set a monthly record at the time with NT$415.19 billion, reflecting a month-on-month growth of 30.7% and a year-on-year surge of 45.2%. April revenue followed at NT$410.726 billion, maintaining a level near historical highs.

At the shareholders' meeting on June 5, TSMC Chairman C.C. Wei emphasized that the company is fully confident in the AI industry's development trends over the next few years, noting that semiconductor demand has fundamental support.

He stated that supported by technological differentiation and a broad customer base, TSMC maintains strong confidence in its development. In US dollar terms, full-year 2026 revenue growth is expected to exceed 30%. Wei also pointed out that TSMC is making every effort to meet all customer demands and will continue to invest in technology and capacity to support its clients' robust growth and create long-term value for shareholders.

However, TSMC also faces the challenge of rising operating costs. CFO Wendell Huang recently stated in an interview that inflation is pushing up the company's operating costs, and the possibility of chip price hikes cannot be ruled out.

He emphasized that TSMC will not suddenly implement massive price hikes of "four or five times," but rather will reflect the company's technological leadership and superior manufacturing capabilities.

Earlier supply chain reports suggested that TSMC plans to raise quotes for its 3nm process in the second half of the year by up to 15%, with a potential further increase of 5% to 10% next year. TSMC produces the most advanced chips for companies such as NVIDIA ( NVDA ), AMD ( AMD ), and Apple ( AAPL) and others. These price adjustments could ripple through AI infrastructure costs and ultimately affect the prices consumers pay for electronic devices.

As the largest company by market capitalization in Asia, TSMC has become an indispensable core node in the global AI supply chain. The company manufactures cutting-edge chips for clients like NVIDIA, directly benefiting from the global boom in AI infrastructure construction.

According to reports, Alphabet ( GOOGL ), Amazon ( AMZN ), Meta ( META ), and Microsoft ( MSFT )—the four tech giants—plan to spend a combined $725 billion on AI-related investments this year, a significant increase from previous expectations. This wave of massive capital expenditure provides a solid demand foundation for the continued full capacity utilization of TSMC's advanced manufacturing processes and serves as a core basis for analysts' high growth expectations.