Taiwan Semiconductor Manufacturing Co. shares rose 1.04% Monday, closing at 2,440 New Taiwan dollars, after reporting a 67.9% year-over-year surge in June sales, offering a preview of AI-driven demand ahead of its second-quarter earnings report. TSMC reported June revenue of NT$442.68 billion, up 6.2% from the previous month, in figures released Monday that had been delayed from their originally scheduled July 10 publication date due to a typhoon-related holiday. For the first half of 2026 overall, TSMC's total revenue reached NT$2.4 trillion, or roughly $74.99 billion, representing a 35.6% increase compared with the same period in 2025. Monday's sales figures serve as a preview ahead of TSMC's formal second-quarter earnings release, scheduled for Thursday, July 16, at 2 p.m. Eastern time. According to Zacks Investment Research, TSM shares surged 39.9% during the April-to-June quarter alone. During its first-quarter earnings announcement, management guided for second-quarter revenue in the range of $39 billion to $40.2 billion, representing roughly 10% sequential growth at the midpoint and approximately 32% growth compared with the same period a year earlier. The company projected second-quarter gross margin in a range of 65.5% to 67.5%.