22:00 - 10.06.2026

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June 10, Fineko/abc.az. Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker, reported a massive spike in monthly sales, signaling robust and sustained global demand for advanced AI hardware.

ABC.AZ reports, citing Bloomberg calculations, that TSMC’s consolidated revenue for May reached NT$416.98 billion (approximately $13.2 billion), marking a 30.1% increase year-on-year and setting an all-time monthly record.

Key Financial and Market Insights:

• Q2 Growth Outlook: Combined sales for April and May rose roughly 24% compared to the same period last year. Wall Street analysts expect TSMC's total second-quarter revenue to jump by 35%.

• The AI Landscape: As the sole manufacturer of high-end accelerators for Nvidia and AMD, TSMC remains the cornerstone of the AI ecosystem. This comes as tech hyperscalers—including Alphabet, Amazon, Meta, and Microsoft—are projected to deploy a combined $725 billion in AI-related capital expenditure this year.

• Supply Constraints & Capex Strategy: TSMC CEO C.C. Wei recently informed shareholders that global chip production capacity will fall short of demand for years to come. To tackle the crunch, TSMC’s 2026 capital spending is trending toward the upper bound of its guidance, potentially hitting $56 billion. However, the company notes a divergent trend in the consumer electronics and smartphone segments, where margins face pressure from soaring memory costs and weakened consumer sentiment.