May 2026 Revenue: NT$417.0B, +30.1% YoY

Original: 2026年5月月營收 - 416,975,163千元 (MoM +1.5%, YoY +30.1%)

Summary

TSMC posted May 2026 revenue of NT$417.0B (US$13.0B approx), up 30.1% YoY and 1.5% MoM, marking continued strength driven by AI accelerator and HPC demand. YTD revenue reached NT$1.96T, up 30.0% versus the same period last year, signaling sustained AI-led cyclical upturn with no sign of order pullback heading into 2H26.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at TSMC

Median +5d

+2.37%

Range

-4.98% to +6.12%

Positive outcomes

7/10

Filed	P₀	P₊₅	+5d
May 17, 2026	NT$2,240	NT$2,285	+2.01%
Mar 10, 2026	NT$1,850	NT$1,870

Full Translation

TSMC (2330.TW) reported May 2026 monthly revenue of NT$416,975,163 thousand (NT$417.0B), compared to NT$410,725,118 thousand (NT$410.7B) in April 2026 and NT$320,515,951 thousand (NT$320.5B) in May 2025. This represents a month-over-month increase of +1.52% and a year-over-year increase of +30.09%. Cumulative revenue for January–May 2026 reached NT$1,961,803,721 thousand (NT$1.96T), versus NT$1,509,336,555 thousand (NT$1.51T) in the same period of 2025, a YTD YoY gain of +29.98%. Industry: Semiconductors. No additional remarks disclosed.