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04

TSMC posts a record June as executives insist AI demand isn't slowing

verifiedFinanceCompute

Tuesday, July 14, 2026

Confidence

High · — company-reported revenue plus multiple independent confirmations

Evidence

TSMC monthly revenue filing + CNBC executive reporting + broad independent pickup

TSMC's June revenue rose 68% year over year to a record NT$442.7B, while AI executives told CNBC demand remains effectively unlimited despite chip-stock volatility.
  • Q2 revenue hit NT$1.27 trillion (about $39.6B), up 36% and above TSMC's own April guidance; 3nm capacity is fully booked.
  • Pat Gelsinger calls demand "almost unlimited" with energy the only limiter; Nebius and Cerebras report demand beyond capacity.

Sources

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In this issue

  1. 01Nobel-laureate economists demand AI-displacement institutions before the shock lands
  2. 02FTC calls undisclosed AI output steering deceptive under Section 5
  3. 03Anthropic finds Claude's values shift measurably across model versions and languages
  4. 04TSMC posts a record June as executives insist AI demand isn't slowing
  5. 05GPT-5.6 Sol, Terra and Luna hit GA on Amazon Bedrock
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