AI orders continue to be strong! Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) June revenue increased by 67.9% year-on-year, with advanced packaging and further expansion of production.

Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) announced on Monday that its sales in June grew by 67.9% year-on-year, and the company will release its second quarter financial report later this week. In the first half of 2026, the total revenue of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR reached 2.4 trillion New Taiwan Dollars (approximately 749.9 billion US dollars), an increase of 35.6% compared to the same period in 2025. The reported revenue for June by Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR was 442.68 billion New Taiwan Dollars, an increase of 6.2% from the previous month. The demand for AI chips and infrastructure investments have driven the company's growth. As the world's largest semiconductor foundry, the company's manufactured semiconductors have a wide range of applications, from smartphones to high-performance AI computing systems, with major customers including AI leader NVIDIA Corporation, Apple Inc., and AMD among other leading US tech companies. Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR will be adding three new advanced packaging factories in the second phase of the construction plan in the Southern Taiwan Science Park in Chiayi. At the groundbreaking ceremony for the second phase of the project held last Sunday, officials announced this expansion plan, stating, "Today's groundbreaking ceremony marks the official start of the second phase project, which will include the third and fourth factories." The official stated that the 90-hectare park will develop into an advanced packaging industry cluster led by Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR. According to reports, the two advanced packaging factories planned in the first phase began mass production last month. He mentioned that once all four factories are operational, the Chiayi Science Park is expected to generate over 300 billion New Taiwan Dollars (approximately 93.5 billion US dollars) in annual output and create over 9,000 job opportunities. He also stated that the Chiayi Science Park will collaborate with other important science parks in Taiwan to build a complete corridor for the AI and semiconductor industry. According to data from Counterpoint Research, Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR held a 73% share of the global pure wafer foundry market (manufacturing chips for customers) in the first quarter of 2026, and the company is scheduled to release its second quarter financial report on July 16 (Thursday).