Taiwan Semiconductor's July Revenue Rose 45% and the Stock Sits 13% Below Its High

TSMC's July revenue came in at a record NT$467.58 billion, up 44.7% from a year earlier.

Management expects full-year 2026 revenue to grow slightly above 40% in U.S. dollar terms.

The stock closed Monday at $418.47, about 13% below its 52-week high of $479.

Taiwan Semiconductor Manufacturing (NYSE: TSM) said Monday that its July revenue reached NT$467.58 billion, a record month, up 44.7% from a year earlier and 5.6% above June. Seven months into 2026, the chip foundry giant's revenue is running 37% ahead of the same stretch last year.

The stock closed Monday at $418.47. That's about 13% below its 52-week high of $479, and it leaves the company's market value near $1.9 trillion.

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A company posting record months doesn't usually trade at a discount to its own recent price. What is the market bracing for that the monthly numbers don't show?

TSMC discloses revenue monthly, and the 2026 sequence swings: April rose 17.5% year over year, May 30.1%, June 67.9%, and July 44.7%.