May 2026 Revenue: NT$5.77B, +58.9% YoY
Original: 2026年5月 月營收 - 5,770,374千元 (MoM +14.4%, YoY +58.9%)
Summary
PSMC posted May 2026 revenue of NT$5.77B, up 58.9% YoY and 14.4% MoM, with management citing stronger customer demand, higher shipment volumes, and price hikes. The sharp acceleration — a sequential double-digit gain on top of an already elevated base — points to a tightening foundry cycle, consistent with the broader mature-node and AI-adjacent specialty demand recovery underway across Taiwan semis. YTD revenue reached NT$24.39B, up 31.4% versus the same period last year.
Full Translation
PSMC (Powerchip Semiconductor Manufacturing, TWSE: 6770, semiconductor industry) reported May 2026 (ROC 115/05) monthly revenue of NT$5,770.4 million (NT$5.77B), compared with NT$5,045.9 million in April 2026 and NT$3,632.3 million in May 2025. Month-over-month growth was +14.4% and year-over-year growth was +58.9%. Cumulative revenue for January–May 2026 reached NT$24,388.7 million (NT$24.39B), versus NT$18,558.0 million in the same period of 2025, representing YTD YoY growth of +31.4%. Management attributed the increase primarily to rising customer demand, higher sales volumes, and upward price adjustments.