TSMC's October revenue rises 59.7% from a year earlier to about NT$586.89bn, and its revenue for the first ten months is up 43.3%

TSMC, which makes most of the leading AI accelerators, reported on 10 November that its October 2026 revenue was about NT$586.89bn. That is 14.7% more than in September and 59.7% more than in October 2025.

Revenue for January to October 2026 was NT$4,485.62bn, up 43.3% from the same period of 2025.

TSMC's monthly figures are one of the earliest hard readings of demand for AI chips each month, because Nvidia, AMD, Broadcom and the cloud companies' own chip teams all depend on its factories. The October number comes in a week when AI and chip stocks have swung sharply after the US midterm elections and the questions around Nvidia's chief executive.

On 15 October the Switchboard ran TSMC's third-quarter results, in which profit rose 68.7% and it guided to US$52.3bn–54.3bn of revenue for the fourth quarter. TSMC is also one of the seven suppliers that, CNBC reports, will buy Anthropic stock at its IPO price. The monthly release gives no breakdown by product or customer.

• Confirmed October 2026 revenue was about NT$586.89bn, up 14.7% from September and 59.7% from October 2025. TSMC
• Confirmed January–October 2026 revenue was NT$4,485.62bn, up 43.3% year on year. TSMC