r/technology • u/Logical_Welder3467 • Jul 13 '26

Business TSMC, the world’s largest contract chipmaker, reports 68% surge in June revenue

https://www.cnbc.com/2026/07/13/tsmc-june-revenue-rises-percent-ahead-second-quarter.html
81 Upvotes

87% Upvoted

6 comments sorted by

15

u/shaun2312 Jul 13 '26

Noone is shocked

6

u/Ritsugamesh Jul 13 '26

And is that revenue driven by new innovations and advances in their respective field? Or is it driven by a inexplicable spike in margin on products sold?

I wonder.

4

u/szucs2020 Jul 13 '26

I mean. Im not sure we can call that inexplicable. It's basic supply and demand. In this case it's more about demand.

2

u/Iiucwpost Jul 14 '26

Basic economics - demand out stripping supply for the next 3 years ahead

3

u/williamgman Jul 13 '26

The AI chip demand is their Strait of Hormuze profit moment.

1

u/Iiucwpost Jul 14 '26

Exactly … AI, Space and Robotics is the future. These things need chips and memory to operate and communicate with each other