TSMC: Revenue Up 45% on AI Chip Demand, Shares Dip

TSMC's July 2026 revenue reached ~$14.5 billion (+44.7% y/y), with HPC/AI accounting for 66% of sales. The capex plan was raised to $60–64 billion, but shares fell 0.4% amid a sector correction.

Compiled by Sergey KostenchukPublished 2026-08-11Updated 2026-09-18

2026-08-11 Business Google

💼 TSMC: July revenue up 45% on AI demand

Revenue of $14.5 billion (+44.7% y/y). AI and HPC share — 66%. Capex raised to $60–64 billion. Shares fell 0.4%.

🌍 HPC's share of revenue reached 66% — demand for AI chips is not slowing. Capex up to $64 billion means capacity expansion.

👤 The AI boom is real money. TSMC shares have risen 50% over the past year. Following TSMC's reports is the best way to gauge the health of the AI sector.

Source 1: https://www.investors.com/news/technology/tsm-stock-tsmc-july-sales-sox-index/

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