IT之家 · IT业界T2·Infra
72 pts
TSMC reported October 2026 consolidated revenue of NT$586.89 billion, up 59.7% year over year and 14.7% sequentially, sustaining near-60% growth on a high base. Cumulative January-October revenue reached NT$4.49 trillion, up 43.3% year over year, lending early credibility to its Q4 guidance of $52.3-54.3 billion as AI and HPC demand continues to outstrip supply.