Taiwan Semiconductor Manufacturing Co. (TSMC) reported record revenue for the second quarter.

Revenue for the April-June period rose 36% year-over-year. Total revenue reached T$1.27 trillion. This figure represents approximately $39.63 billion. These results slightly exceeded analyst expectations.

June revenue alone surged nearly 68% from the previous year. The performance highlights sustained AI infrastructure investment from major clients like Nvidia and Apple. TSMC will release its full earnings report and updated outlook on Thursday.