TSMC May Revenue Rises 30.1% Year-on-Year, AI Demand Remains Strong

TSMC announced its revenue report for May 2026. Consolidated revenue for May 2026 was approximately NT$416.975 billion, up 1.5% month-on-month and 30.1% year-on-year. Cumulative revenue from January to May reached approximately NT$19,618.004 billion, with an increase of 30.0% compared to the same period last year. TSMC's revenue remained high in May, indicating that the momentum of AI supply chain shipments has not significantly cooled. In particular, demand for NVIDIA's Blackwell and Rubin platforms, AMD's high-end AI accelerators, custom ASIC chips from US-based cloud service providers (CSPs), and component stocking for new Apple products are all progressing simultaneously, continuing to drive capacity utilization rates for 3nm, 5nm, and advanced packaging technologies.