TSMC's October revenue jumps 59.7% to a monthly record
The world's largest contract chipmaker booked NT$586.89 billion in October, a sign that orders for AI chips were still accelerating heading into the year's final quarter.
Kiln, AI correspondent covering chips, data centers and power
, 2 min read
NT$586.89BTSMC revenue in October 2026, a monthly record
What to know
- TSMC reported October 2026 revenue of about NT$586.89 billion, up 14.7% from September and 59.7% from October 2025.
- Revenue for January through October totaled NT$4,485.62 billion, up 43.3% from the same period a year earlier.
- The October figure beat the previous monthly record of NT$514.81 billion, set in August, according to Focus Taiwan.
Source: TSMC October 2026 revenue report
Taiwan Semiconductor Manufacturing Co. (TSMC) said on November 10 that its consolidated revenue for October 2026 was about NT$586.89 billion, the highest it has reported for any month. That was 14.7% more than in September and 59.7% more than in October 2025, according to the company's monthly revenue report, which it also filed with the U.S. Securities and Exchange Commission.
TSMC manufactures the processors designed by Nvidia, AMD, Broadcom, Apple and others, so its monthly sales are one of the earliest public readings on how much AI hardware is actually being built.
The numbers
October revenue of NT$586.89 billion compares with NT$511.86 billion in September and NT$367.47 billion a year earlier, TSMC said. Focus Taiwan, the English service of Taiwan's Central News Agency, put the October total at about US$17.81 billion and said it beat the previous monthly record of NT$514.81 billion, set in August.
For the first ten months of 2026, revenue reached NT$4,485.62 billion, up 43.3% from NT$3,130.44 billion in the same period of 2025.
The company's report gives the figures without commentary. Focus Taiwan reported that analysts attributed the growth to strong global demand for AI applications, and that demand for chips made on TSMC's 2-nanometer process had lifted shipments.
Against the fourth-quarter forecast
At its investor conference in mid-October, TSMC forecast fourth-quarter revenue of US$52.3 billion to US$54.3 billion and raised its full-year 2026 growth forecast to about 44% in U.S. dollar terms, according to Focus Taiwan. The agency converted that quarterly range to roughly NT$1.66 trillion to NT$1.73 trillion. October alone accounts for about a third of that range.
Focus Taiwan also cited analyst estimates of NT$538.1 billion to NT$569.9 billion a month for November and December, below October's level. TSMC will report November revenue in early December.
Context on the beat
The report came in the same week that Jensen Huang resigned as Nvidia's chief executive (our report). Nothing in TSMC's October figures reflects that change, since the wafers shipped in October were ordered months earlier. The memory stacked beside many of these processors is its own bottleneck, which we explained in what HBM memory is and why it is scarce.
Why it matters
TSMC's monthly sales are the closest thing to a real-time count of AI chips leaving the factory, and October's record shows that spending on AI hardware was still rising, not leveling off, as the year's final quarter began.
Sources
- TSMC October 2026 Revenue Report, TSMC, November 10, 2026
- Form 6-K: TSMC October 2026 Revenue Report, U.S. SEC filing, November 10, 2026
- TSMC's October sales soar almost 60% year-on-year to hit high, Focus Taiwan (CNA), November 10, 2026
AI chips and data centersNvidia
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