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◆ TESSARA JULY 23, 2026 TSMC revenue is up about 18% in a year $14B PER MONTH +6.2% MoM · +67.9% YoY TSMC monthly revenue from MOPS filings. The cleanest single read on AI chip demand pass-through. $0.0B $5.0B $10B Prior peak $13B Breakout Jul '25 Nov '25 Feb '26 Jun '26 tessara.tech Source: TSMC

TSMC revenue is up about 18% in a year

TSMC, the company that makes nearly every advanced AI chip, is now pulling about $13B of revenue a month, up about 18% from a year ago. Its monthly sales are the cleanest single read on AI chip demand.
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