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TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),$Taiwan Semiconductor Manufacturing(TSM)$ After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate
TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),$Taiwan Semiconductor Manufacturing(TSM)$ After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate