Taiwan · TSMC · Semiconductor · Nvidia · CNBC Technology
World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand
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Taiwan Semiconductor Manufacturing Co. (TSMC) on Monday reported a big sales jump for July, as demand for its AI-related chips continued to strengthen.
Key facts
- TSMC, the world's biggest chip manufacturer, reported revenue for July of 467.58 billion new Taiwan dollars ($14.5 billion), up 44.7% year-on-year
- The company struck a bullish tone during its earnings report and said it expects 2026 revenue to increase by slightly above 40% in U.S. dollar terms
- TSMC is now guiding for 40% growth in revenues for this year, so July's numbers put it ahead of that figure
- European semiconductor stocks rose on Monday with ASML up more than 2%, and Infineon and STMicro also trading higher
Summary
TSMC, the world's biggest chip manufacturer, reported revenue for July of 467.58 billion new Taiwan dollars ($14.5 billion), up 44.7% year-on-year. Investors are closely scrutinizing Big Tech spending and return on investment, as the sector continues to funnel unprecedented amounts of capital into building out AI infrastructure, including designing and buying semiconductors. TSMC manufactures chips for a variety of customers, including Nvidia and Google 's own custom semiconductors, so the Taiwanese firm's sales are a closely watched metric of tech sector demand. "TSMC is now guiding for 40% growth in revenues for this year, so July's numbers put it ahead of that figure.