TSMC October Revenue Surges 60% Year-on-Year to NT$586.89 Billion on AI Chip Demand

Taiwan Semiconductor Manufacturing Co. reported October 2026 revenue of NT$586.89 billion, a 59.7% increase from a year earlier and a 14.7% jump from September, underscoring the sustained strength of global AI-driven chip demand. The result cements TSMC's central role in the ongoing AI infrastructure build-out, with hyperscalers and chip designers continuing to place heavy orders for advanced processors.

The October figure extends a streak of strong monthly readings for the world's largest contract chipmaker. TSMC had already posted record third-quarter sales of approximately NT$1.49 trillion, up 50% year-over-year and above its own guidance range of US$44.6 billion to US$45.8 billion, and the October data suggests that momentum has not faded heading into the fourth quarter.