TSMC's July sales were tallied at $14.5 billion. That was up 44.7 percent from a year earlier.

On Aug. 10, local time, foreign media including Cryptopolitan reported that TSMC said it posted July sales of 467.58 billion Taiwan dollars.

The results show AI hardware orders continue to fill TSMC's production lines. TSMC supplies semiconductors to major big tech firms such as Nvidia and Google. Its monthly sales trend is therefore seen as an indicator for gauging real demand across the broader semiconductor industry.

TSMC does not separately explain the reasons behind changes when it discloses monthly sales. Recent quarterly results show the backdrop. High-performance computing accounted for 66 percent of total second-quarter sales. TSMC counts its AI-related chip business within this segment.

TSMC chairman C.C. Wei (웨이저자) said, "AI-related demand continues to be very strong." Reflecting the trend, TSMC presented its 2026 annual sales growth forecast in dollar terms at a level slightly above 40 percent. It also expanded its investment plan. It raised this year's capital expenditure budget to $60 billion to $64 billion, and decided to invest more in plants, equipment and next-generation production technology.

TSMC speeds up 2-nanometre output expansion as leading-edge processes drive wafer sales

The revenue mix showed a bigger share for leading-edge processes. Based on second-quarter wafer sales, the 5-nanometre process had the largest share at 33 percent, followed by 3-nanometre at 30 percent and 7-nanometre at 11 percent. The 2-nanometre share was 3 percent. Processes at 7 nanometres or below combined accounted for 77 percent of total wafer sales.

TSMC Senior Vice President and Chief Financial Officer Wendell Huang (웬델 황) also explained that customer demand is concentrating on the latest processes. He said, "In the third quarter, strong demand for leading-edge process technologies will support the business, including a steep ramp-up in 2-nanometre technology."

Third-quarter guidance also supported those expectations. TSMC forecast 2026 third-quarter sales of $44.6 billion to $45.8 billion. The forecast reflected an assumed exchange rate of 32 Taiwan dollars per $1. For the same period, it presented gross margin at 65 to 67 percent and operating margin at 56 to 58 percent.

Ultimately, the key is 2 nanometres. The sales share is still low, but with TSMC having formalised its output expansion plan, how much leading-edge processes will contribute to future sales growth is expected to be the next focus point.