MEMORY INDUSTRY INTELLIGENCE
TSMC 2026년 6월 매출 보고서
한국어 번역·요약·분석
원문 제목: TSMC June 2026 Revenue Report
핵심 요약
TSMC는 2026년 6월 연결 기준 순매출이 약 NT$442.68십억으로 전월 대비 6.2%, 전년 동월 대비 67.9% 증가했다고 발표했다. 2026년 1~6월 누적 매출은 NT$2,404.48십억으로 전년 동기 대비 35.6% 증가했다. 이 보고서는 월간 매출 실적만 공시하며, 제품별·고객별·기술별 매출 구성이나 메모리 관련 언급은 포함하지 않는다. 발표일은 2026년 7월 13일이며, 대변인은 Wendell Huang 수석부사장 겸 CFO이다.
메모리 산업 영향 분석
이 문서는 TSMC의 2026년 6월 및 상반기 연결 매출만 공시하며, 메모리 제품·고객·기술 노드별 구성이나 HBM·DRAM·NAND 관련 언급이 전혀 없다. 따라서 메모리 산업과의 직접 연결 근거는 부족하다. 분석가 가설로는 TSMC의 파운드리 매출 급증이 AI 가속기·서버 CPU 등 로직 수요 호조를 시사할 수 있고, 이는 간접적으로 HBM·서버 DRAM·eSSD 수요에 우호적일 수 있으나, 원문은 이를 확인하지 않는다. 확인할 지표로는 TSMC의 분기 실적 발표에서의 HPC/AI 매출 비중, 주요 고객사(NVIDIA, AMD 등)의 주문 동향, 메모리 업체들의 서버향 매출 가이던스 등이 있다.
한국어 번역 읽기
수집된 원문 v1의 전체 본문 기준 · 8433자
# TSMC 2026년 6월 매출 보고서
발행: TSMC
발행일:
2026/07/13
[TSMC 2026년 6월 매출 보고서](https://pr.tsmc.com/system/files/newspdf/attachment/b60a12d402d9a770029cb7db003de6016cd12c64/June%202026%20%28E%29_final_wmn.pdf)
**신주, 대만, 중화민국 – 2026년 7월 13일 -** TSMC (TWSE: 2330, NYSE: TSM)는 오늘 2026년 6월 순매출을 발표했다: 연결 기준으로, 2026년 6월 매출은 약 NT$442.68십억으로 2026년 5월 대비 6.2% 증가했고 2025년 6월 대비 67.9% 증가했다. 2026년 1월부터 6월까지의 매출은 총 NT$2,404.48십억으로 2025년 같은 기간 대비 35.6% 증가했다.
### TSMC 대변인
Wendell Huang
수석부사장 겸 최고재무책임자
### TSMC 부대변인
Nina Kao
홍보부
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발행: TSMC
발행일:
2026/07/13
[TSMC 2026년 6월 매출 보고서](https://pr.tsmc.com/system/files/newspdf/attachment/b60a12d402d9a770029cb7db003de6016cd12c64/June%202026%20%28E%29_final_wmn.pdf)
**신주, 대만, 중화민국 – 2026년 7월 13일 -** TSMC (TWSE: 2330, NYSE: TSM)는 오늘 2026년 6월 순매출을 발표했다: 연결 기준으로, 2026년 6월 매출은 약 NT$442.68십억으로 2026년 5월 대비 6.2% 증가했고 2025년 6월 대비 67.9% 증가했다. 2026년 1월부터 6월까지의 매출은 총 NT$2,404.48십억으로 2025년 같은 기간 대비 35.6% 증가했다.
### TSMC 대변인
Wendell Huang
수석부사장 겸 최고재무책임자
### TSMC 부대변인
Nina Kao
홍보부
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브리프용 요약 초안
TSMC의 2026년 6월 매출은 전년 동월 대비 67.9% 증가한 NT$442.68십억을 기록했고, 상반기 누적 매출은 35.6% 증가했다. 이는 AI·HPC 로직 수요 강세를 시사하나, 메모리 제품별 영향은 원문에서 확인되지 않는다. 메모리 산업 관점에서는 간접적 수요 신호로만 참고해야 한다.
원문 텍스트
원문 열기 ↗# TSMC June 2026 Revenue Report
Issued by: TSMC
Issued on:
2026/07/13
[TSMC June 2026 Revenue Report](https://pr.tsmc.com/system/files/newspdf/attachment/b60a12d402d9a770029cb7db003de6016cd12c64/June%202026%20%28E%29_final_wmn.pdf)
**HSINCHU, Taiwan, R.O.C. – July 13, 2026 -** TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for June 2026: On a consolidated basis, revenue for June 2026 was approximately NT$442.68 billion, an increase of 6.2 percent from May 2026 and an increase of 67.9 percent from June 2025. Revenue for January through June 2026 totaled NT$2,404.48 billion, an increase of 35.6 percent compared to the same period in 2025.
### TSMC Spokesperson
Wendell Huang
Senior Vice President & Chief Financial Officer
### TSMC Deputy Spokesperson
Nina Kao
Public Relations Division
### TSMC Media Contact
[press@tsmc.com](mailto:press@tsmc.com)
[ TSMC-Online Online information and transaction for our customers](https://online.tsmc.com/online/)
[ TSMC-Supply Online 360 The web-based portal for TSMC suppliers](https://supply.tsmc.com/)
[ Document Center Find more information about TSMC](https://www.tsmc.com/english/aboutTSMC/dc_annual_report)
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Issued by: TSMC
Issued on:
2026/07/13
[TSMC June 2026 Revenue Report](https://pr.tsmc.com/system/files/newspdf/attachment/b60a12d402d9a770029cb7db003de6016cd12c64/June%202026%20%28E%29_final_wmn.pdf)
**HSINCHU, Taiwan, R.O.C. – July 13, 2026 -** TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for June 2026: On a consolidated basis, revenue for June 2026 was approximately NT$442.68 billion, an increase of 6.2 percent from May 2026 and an increase of 67.9 percent from June 2025. Revenue for January through June 2026 totaled NT$2,404.48 billion, an increase of 35.6 percent compared to the same period in 2025.
### TSMC Spokesperson
Wendell Huang
Senior Vice President & Chief Financial Officer
### TSMC Deputy Spokesperson
Nina Kao
Public Relations Division
### TSMC Media Contact
[press@tsmc.com](mailto:press@tsmc.com)
[ TSMC-Online Online information and transaction for our customers](https://online.tsmc.com/online/)
[ TSMC-Supply Online 360 The web-based portal for TSMC suppliers](https://supply.tsmc.com/)
[ Document Center Find more information about TSMC](https://www.tsmc.com/english/aboutTSMC/dc_annual_report)
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* [Open Innovation Platform®](https://www.tsmc.com/english/dedicatedFoundry/oip)
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* [Grand Alliance](https://www.tsmc.com/english/dedicatedFoundry/grandAlliance)
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* [Overview](https://investor.tsmc.com/english)
* [Financials](https://investor.tsmc.com/english/fundamentals)
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* [Careers](https://www.tsmc.com/english/careers/index.htm)
* [Overview](https://www.tsmc.com/english/careers/index.htm)
* [Browse & Apply](https://www.tsmc.com/static/english/careers/index.htm)
* [Application Process](https://www.tsmc.com/english/careers/application_process.htm)
* [Core Values](https://www.tsmc.com/english/aboutTSMC/values)
* [Relocation to Headquarter](https://www.tsmc.com/english/careers/relocation_HQ.htm)
* [Working Environment](https://www.tsmc.com/english/careers/life_at_tsmc.htm)
* [Inclusive Workplace](https://www.tsmc.com/english/careers/inclusive_workplace.htm)
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* [An Admired Employer](https://esg.tsmc.com/en/focus/AnAdmiredEmployer.html)
* [Power to Change Society](https://esg.tsmc.com/en/focus/PowertoChangeSociety.html)
* [Research](https://research.tsmc.com/english/index.html)
* [Research Areas](https://research.tsmc.com/english/research-areas.html)
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* [About TSMC](https://www.tsmc.com/english/aboutTSMC)
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