TSMC's October revenue jumps 59.7% from a year earlier to NT$586.89 billion
The chipmaker said October revenue rose 14.7% from September; revenue for January through October totalled NT$4,485.62 billion, up 43.3% on the same period of 2025.
Why it matters
TSMC publishes revenue monthly, so the figure is one of the earliest hard readings on chip demand after a week in which AI stocks sold off and Anthropic's IPO pricing wobbled. Growth accelerated: October's 59.7% year-on-year rise is well above the 43.3% pace for the first ten months. Several market accounts on X noted it was a monthly record. The report gives no split by product or customer, so the AI share is not stated; watch the company's November figure and fourth-quarter guidance for whether the pace holds.
Key facts
- October 2026 revenue: about NT$586.89 billion
- Up 14.7% from September 2026
- Up 59.7% from October 2025
- January–October 2026 revenue: NT$4,485.62 billion
- Year-to-date growth: 43.3%
- Announced in Hsinchu on November 10, 2026