TSMC reports a 26.9% revenue jump in June to $9.02 billion, fueled by AI and HPC demand.

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 26.9% increase in June revenue to $9.02 billion, compared to the same period last year, but saw a 17.7% drop from May. For the first half of 2025, TSMC's revenue surged 40% to $60.8 billion, with a 67.6% market share in the first quarter. The growth is driven by strong demand for AI and HPC applications, along with client orders aimed at mitigating US tariff risks.