# TSMC July revenue jumps 45% on AI chip demand

2026-08-10T15:56:46+00:00 | World & Diplomacy | Indian Opinion Desk

Corroboration: 2 independent outlets

Taiwan Semiconductor Manufacturing Co (TSMC), the world’s largest chipmaker, reported July revenue of NT$467.58 billion ($14.5 billion), a 44.7% jump from a year ago, driven by strong demand for AI chips from customers including Nvidia and Google. The surge signals that the AI boom continues to fuel spending on advanced semiconductors. TSMC raised its 2026 capital expenditure forecast to between $60 billion and $64 billion, betting that AI infrastructure demand will stay robust. However, concerns that Big Tech's massive AI investments may not yield quick returns have weighed on semiconductor stocks, with the PHLX Semiconductor Index still about 15% below its June high.

## Coverage

- hindustantimes.com <https://www.hindustantimes.com/business/why-tsmc-sales-surged-45-as-ai-boom-drives-demand-for-advanced-chips-101786366587346.html>
- hindustantimes.com <https://www.hindustantimes.com/technology/ai-spending-snuffs-out-tencent-s-profit-growth-run-101786526419106.html>
- livemint.com <https://www.livemint.com/companies/cerebras-raises-annual-targets-on-strong-ai-chip-demand-11786565219479.html>

Tags: AI chips, Nvidia, revenue, semiconductor, Taiwan, TSMC
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