TSMC June Revenue Jumps 67.9% YoY to NT$442.68B, H1 2026 Sales Up 35.6% to NT$2.40T — Company on Track for $40B+ in 2026 AI Chip Revenue as It Notifies Nvidia, Apple and AMD of 5–10% Price Hikes on 3nm/5nm/7nm

TSMC's June revenue rose 67.9% year-on-year to NT$442.68B, taking H1 2026 revenue up 35.6% to NT$2.40T ahead of the July 16 earnings call Wall Street is treating as a health check on AI capex. Analysts see TSMC crossing $40B in 2026 AI-chip revenue — roughly a quarter of company sales — as it notifies Nvidia, Apple and AMD of 5–10% price hikes on 3nm/5nm/7nm processes that generate over 70% of its foundry revenue. Grounded via search corroboration; the CNBC article was not directly fetched, so score is capped.