---
title: "TSMC revenue surge strengthens ASML growth outlook"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289672271.md"
description: "TSMC's May 2026 revenue surged 30% YoY to $12.93 billion, driven by strong AI chip orders. Consequently, ASML raised its 2026 net sales forecast to €36–40 billion, citing robust EUV demand and AI infrastructure investments. Both companies highlight that AI demand is outpacing supply, with tight markets due to long lead times for new factory capacity."
datetime: "2026-06-13T18:51:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289672271.md)
  - [en](https://longbridge.com/en/news/289672271.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289672271.md)
---

# TSMC revenue surge strengthens ASML growth outlook

TSMC’s revenue spike: TSMC’s May 2026 revenue rose 30% year-over-year to $12.93 billion, driven by strong AI chip orders from global tech giants. ASML lifts guidance: ASML raised its 2026 net sales forecast to €36–40 billion, citing solid AI-related infrastructure investments and robust EUV demand. AI-driven supply strain: Both firms see AI demand outpacing supply, with long lead times for new factory capacity keeping the market tight.

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