Overview
- The company disclosed on June 10 that May sales reached NT$416.98 billion, bringing year-to-date revenue to NT$1.96 trillion, a 30% increase from the same period in 2025.
- TSMC said the gain was driven by strong orders for advanced nodes used in artificial-intelligence and high-performance computing chips, and the May result keeps the firm on pace for its April Q2 revenue guidance of $31.4–$32.4 billion.
- Shares fell about 2–3% on June 10 as investors trimmed exposure after a long rally and U.S. equity futures weakened, a move analysts describe as profit-taking rather than a company-specific operational problem.
- Wall Street maintains a Buy consensus with recently raised price targets and the next major public catalyst is the company’s estimated July 16 earnings report, when investors will get full Q2 results and profit details.
- Market watchers note TSMC’s dominant foundry role — roughly 70% global share and manufacturing for firms like Nvidia, Apple and AMD — alongside a premium P/E in the mid‑30s and roughly $14 million of net insider sales over the past three months as key items to watch.