#TSMCJulyRevenueJumps45%
📈 TSMC just blew past its own guidance.
July sales hit a record, and the AI demand curve isn’t bending yet.
The breakdown 👇
•July revenue: NT$467.58B ( $14.5B)
•YoY: +44.7%
•MoM: +5.6%
•FY26 guide: “slightly above 40%”, July is running ahead of it
•2026 capex: raised to $60–64B
•Read-through: ASML +2%, Infineon and STMicro higher
Note: several outlets are printing $16.03B. Correct conversion is $14.5B.
HPC was 66% of Q2 revenue. If the AI trade were cracking, this is the first place it would show. It hasn’t.
📈 TSMC just blew past its own guidance.
July sales hit a record, and the AI demand curve isn’t bending yet.
The breakdown 👇
•July revenue: NT$467.58B ( $14.5B)
•YoY: +44.7%
•MoM: +5.6%
•FY26 guide: “slightly above 40%”, July is running ahead of it
•2026 capex: raised to $60–64B
•Read-through: ASML +2%, Infineon and STMicro higher
Note: several outlets are printing $16.03B. Correct conversion is $14.5B.
HPC was 66% of Q2 revenue. If the AI trade were cracking, this is the first place it would show. It hasn’t.