TSMC October revenue jumps 59.7 percent on AI demand

TSMC reported October revenue of 586.89 billion New Taiwan dollars, up 59.7 percent from a year earlier and 14.7 percent from September, as demand for advanced chips for artificial intelligence kept the world's largest contract chipmaker running at record pace.

Why it matters: TSMC's monthly print is the fastest hard read on AI hardware demand: a near 60 percent annual jump, a month after a record third quarter, says the datacenter buildout's chip orders are still accelerating into year-end.

Data as of TSMC's October revenue figure as reported by CNBC on November 10, 2026, read in full in this run via the estate browser route after the direct fetch was blocked; single source, and the figure is TSMC's own monthly revenue release as carried by CNBC. Taiwan export figures in the same report are Taiwan finance ministry data released November 9, 2026, as cited there. Developing item.

TSMC reported October revenue of 586.89 billion New Taiwan dollars (about 17.88 billion US dollars), up 59.7 percent from a year earlier and 14.7 percent from September, CNBC reported, extending a run that produced a record third-quarter net profit of 763.1 billion New Taiwan dollars on revenue of 1.49 trillion. The company has said capital spending from 2026 to 2028 will be significantly higher than in the previous three years to support customer demand.

The print landed with Taiwan’s own trade data pointing the same way: exports rose 58.9 percent in October from a year earlier to 96.76 billion US dollars, according to finance ministry data released Monday, with electronic components exports up 61.4 percent. TSMC shares closed 2.24 percent higher on Tuesday in Taipei.

TSMC October revenue jumps 59.7 percent on AI demand

Sources