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TSMC posts record October revenue surging nearly 60% on AI demand

Taiwan Semiconductor Manufacturing Co. posted record monthly sales of NT$586.9 billion ($18.4 billion) for October 2026, marking a 59.7% jump from a year earlier as demand for artificial intelligence hardware expands.

Bar chart showing TSMC's 2026 monthly revenues, highlighting a record 587 billion New Taiwan dollars in October, up 59.7% year-over-year.
Image: @StockMKTNewz

Taiwan Semiconductor Manufacturing Co. reported October 2026 revenue of NT$586.89 billion, or approximately $18.4 billion, surging 59.7% compared to the same month last year. The performance marked an all-time monthly record for the chipmaker and represented a 14.7% increase from September's revenue of NT$511.9 billion.[1][3]

The sales surge highlights TSMC's central role in the global build-out of artificial intelligence infrastructure, according to Bloomberg, as momentum across the semiconductor sector rolls on. The strong October showing lifted TSMC's cumulative revenue from January through October 2026 to NT$4.49 trillion, up 43.3% from the same period a year earlier.[1][2][3][5]

Following the release of the monthly sales data, TSMC stock was edging up, according to Barron's.[4]

Key facts

  • TSMC reported October 2026 revenue of NT$586.89 billion (roughly $18.4 billion), a monthly record up 59.7% year-over-year.
  • October revenue increased 14.7% sequentially from September's NT$511.9 billion.
  • Cumulative revenue for January through October 2026 reached NT$4.49 trillion, an increase of 43.3% from the prior year.
  • Bloomberg attributed the sales jump to TSMC's central position in the global expansion of AI infrastructure.
  • TSMC shares edged up following the revenue report, according to Barron's.

Sources · 5 sources

  1. QU

    Quartz@qzPost on X ·

    TSMC's October revenue rose nearly 60% from a year ago on AI demand: Revenue reached NT$586.​89 billion, up 14.​7% from September; January-October sales rose 43.​3% from a year earlier dlvr.​it/TWGmwr https://t.co/MQW7L6tOnm

    Open source
  2. CN

    CNBC@CNBCPost on X ·

    TSMC's October sales jump as global chip boom rolls on https://t.co/WcoiahDV5l

    Open source
  3. EV

    Evan@StockMKTNewzPost on X ·

    Taiwan Semiconductor $TSM just reported October revenue of $18.4 Billion (587B in Taiwan's currency) up almost 60% YoY https://t.co/pzF5xAjuCm

    Open source
  4. BA

    Barron's@barronsonlinePost on X ·

    TSMC stock was edging up after it disclosed booming revenue. SoftBank's figures tell a different story. https://t.co/E5NtBE9js1

    Open source
  5. BL

    Bloomberg@businessPost on X ·

    TSMC posted a 60% increase in monthly sales, reflecting the company’s central role in a global AI infrastructure build-out. https://t.co/dnXiUIC69C

    Open source