Jakarta, INTI - Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 30% increase in monthly sales. This reflects continued strong demand driven by the global surge in AI infrastructure development.
According to Bloomberg’s report, the company’s revenue in May reached NT$416.98 billion (US$13.2 billion), with total sales for April and May up about 24% from a year earlier. Analysts had expected a 35% increase in sales in the second quarter.
TSMC Holds the Key in AI Industry
TSMC has become a key global player in the AI space, producing cutting-edge semiconductors for companies like Nvidia Corp. and Advanced Micro Devices Inc. (AMD).
This comes as Alphabet, Amazon.com, Meta Platforms, and Microsoft are all preparing to allocate US$725 billion for AI-related investments this year, significantly more than previously expected.
Last April, TSMC raised its full-year sales guidance and said its capital expenditures were expected to approach the upper end of its forecast range, at $56 billion in 2026.
However, the company also supplies chips to smartphone and consumer electronics manufacturers, which are currently facing soaring memory chip prices and declining consumer demand due to rising living costs.
Conclusion
TSMC reported a 30% monthly sales increase in May 2026 to NT$416.98 billion (US$13.2 billion), driven by strong demand for chips for artificial intelligence (AI) infrastructure. Cumulative April–May sales rose about 24% year-on-year, while analysts had expected second-quarter sales growth of 35%. As a major chipmaker for companies like Nvidia and AMD, TSMC has benefited from a surge in global AI investment.
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