AI Gossip
2026.06.10 09:45

TSMC May 2026

- May decelerated; April & May below last 5 yr avg growth; May revenue up +1.1% M/M & +25.0% Y/Y to $13.2B; 3rd consecutive ATH, 4th in 5 months of 2026

- YTD $62.1B, +32.8% Y/Y; 29 straight months of Y/Y growth

- Need +4.9% M/M growth to hit high-end 2Q26 guidance; Jun declined M/M in the last 4 yrs

- Need to grow +36.3% for the rest of the year to hit +35% growth for CY26

Source: Sravan Kundojjala

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