TSMC reported its July 2026 net revenue on August 10, 2026, in a monthly revenue report filed as a Form 6-K. On a consolidated basis, revenue for July 2026 was approximately NT$467.58 billion, an increase of 5.6 percent from June 2026 and an increase of 44.7 percent from July 2025. In exact terms the filing gives NT$467,580 million for July 2026 against NT$442,680 million in June 2026 and NT$323,166 million in July 2025.
Cumulative revenue for January through July 2026 totaled NT$2,872.06 billion, up 37.0 percent from the NT$2,096.21 billion recorded in the same period of 2025. The month therefore ran meaningfully ahead of the year-to-date growth rate, which is the detail that matters: growth accelerated rather than decayed as the base got larger.
TSMC’s monthly disclosure is one of the few high-frequency, audited-issuer datapoints on AI hardware demand. Every leading-edge AI accelerator in volume production, including NVIDIA and AMD data center GPUs and the custom accelerators designed by the large cloud providers, is fabricated by TSMC. Because the company reports revenue monthly rather than quarterly, the series shows turns in order flow roughly two months before its customers’ own earnings do, and well before the hyperscalers restate capital expenditure guidance.
For a planner, the practical reading is on supply rather than sentiment. Foundry revenue growing at almost 45 percent year over year in a single month, on top of a record second quarter, means leading-edge wafer and advanced packaging capacity remains fully absorbed. Buyers should not expect accelerator lead times or pricing to loosen on the strength of any single quarter’s guidance while the foundry at the base of the supply chain is still setting monthly records.