TSMC’s July revenue jumps 44.7% year over year to $14.5 billion
TSMC (NYSE: TSM) pulled in NT$467.58 billion, or about $14.5 billion, in July, putting sales 44.7% above the same month in 2025. The Taiwanese chipmaker released the figure Monday as AI hardware orders kept feeding its factories.
TSMC manufactures semiconductors for firms like Nvidia (NASDAQ: NVDA) and Google (NASDAQ: GOOGL), belonging to Alphabet. This customer base gives TSMC’s monthly figures some of the most definitive means of measuring actual demand from the entire tech industry for semiconductors.
The company gives investors its monthly sales total without adding a written explanation for what caused the change. Its latest quarterly results fill in much of that picture. During the second quarter, high-performance computing supplied 66% of total sales, and TSMC placed its AI-related chip business inside that division.
TSMC’s Chairman CC Wei said, “AI-related demand continues to be extremely robust.” TSMC now expects 2026 revenue in U.S. dollars to grow a little more than 40%. It also lifted this year’s investment budget to $60 billion to $64 billion, giving the company more money for plants, machinery, and newer production technology.
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