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AI hardware demand shows “resilience”! TSMC (TSM.US) July revenue jumps 45%, market fluctuations do not affect its strength

AI hardware demand shows “resilience”! TSMC (TSM.US) July revenue jumps 45%, market fluctuations do not affect its strength

智通财经智通财经2026/08/10 09:22
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```htmlAccording to Zhitong Finance APP, global chip foundry leader TSMC (TSM.US) recently released its July revenue data, showing that demand for AI hardware remains strong and has not been significantly impacted by recent market fluctuations. As the core chip supplier for Nvidia (NVDA.US) and Apple (AAPL.US), TSMC's revenue for the month reached NT$467.58 billion (approximately $14.5 billion), a year-on-year increase of 45%. Analysts estimate that TSMC's revenue in this quarter will grow by about 46.8% on average.```
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