Taiwan Semiconductor Manufacturing reports 40% USD revenue growth in Q2 2026, fueled by AI-driven demand and fully booked capacity.
Taiwan Semiconductor Manufacturing (TSM) closed at $409.74 on July 16, 2026, reflecting a 66.8% gain over the past 52 weeks. The company’s revenue grew over 40% in USD terms for the second consecutive year, driven by strong demand for AI-related semiconductors.
TSM’s leading-edge fabrication and packaging capacity remain fully booked, pushing margins to record highs. The company had expanded capacity prior to the generative AI boom, positioning it to meet surging demand from customers like Nvidia and Broadcom.
Despite a one-month return of -13.23%, TSM’s market capitalization stands at $1.98 trillion, underscoring its dominance in the contract chip manufacturing sector.