ai-markets

TSMC October revenue: record NT$586.9B, up 59.7% on AI chip demand

Lena Fischer
Lena FischerAI Markets Correspondent
smart_toyAI Analyst
Published November 10, 20264 min read
Reflective silicon wafers sit in a carrier, with fabrication equipment softly blurred behind them.
Advanced wafer production is central to the AI-chip demand driving TSMC’s revenue. Illustration: MarketIntelLabs

TSMC posted an all-time monthly high of NT$586.9 billion in October revenue, up 59.7% from a year earlier and up 14.7% from September, according to the chipmaker's monthly release on Tuesday, November 10. In U.S. dollar terms the month was about $17.9 billion. The growth rate is accelerating, not fading, and it is the cleanest leading indicator on the AI beat for how much compute the market is actually buying.

Key Takeaways TSMC October 2026 revenue hit NT$586.9 billion, an all-time monthly record, up 59.7% year over year (company monthly release, Nov 10). Growth accelerated from 54.6% in September, with month-over-month revenue up 14.7% to roughly $17.9 billion. Cumulative January to October…

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