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AI CURATED HOT STORY · 11/10/2026

TSMC October Revenue Jumps 59.7% on Sustained AI Chip Demand

1 reports archived1 independent sourcesupdated 11/10/2026, 13:34:11
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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.

LATEST/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.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·72 pts

    TSMC October Revenue Jumps 59.7% on Sustained AI Chip Demand

    • October revenue hit NT$586.89 billion, up 59.7% YoY and 14.7% QoQ, holding near-60% growth on a high base
    • Ten-month cumulative revenue reached NT$4.49 trillion, up 43.3% YoY
    • Q4 guidance of $52.3-54.3 billion and ~44% full-year USD growth, with capex held at $60-64 billion
    • 2nm ramp and Arizona Fab 2 pulled forward to Q3 2027 underpin medium-term capacity visibility