TSMC reported record monthly revenue of NT$586.89 billion for October 2026, up 59.7% from NT$367.47 billion a year earlier, as AI infrastructure buildouts keep demand for advanced chipmaking high. The figure, roughly $17.8 billion, is the highest monthly total in TSMC's history.
October revenue rose 14.7% from September's NT$511.86 billion and cleared the previous 2026 high of NT$514.8 billion, set in August. TSMC disclosed the numbers in a filing with the US Securities and Exchange Commission on November 10.
Cumulative revenue for January through October reached NT$4,485.62 billion, up 43.3% from NT$3,130.44 billion in the same period of 2025.
Key facts
- 01TSMC's October 2026 revenue reached a record NT$586.89 billion, up 59.7% year over year.
- 02Revenue rose 14.7% from September and beat August's prior 2026 high of NT$514.8 billion.
- 03January-October revenue totaled NT$4,485.62 billion, up 43.3% from the same period of 2025.
- 04TSMC guided Q4 revenue to $52.3B-$54.3B and raised full-year US dollar growth to about 44%.
- 05TSMC shares closed 2.24% higher on the Taiwan Stock Exchange on November 10.
In mid-October, alongside its third-quarter results, TSMC guided fourth-quarter revenue to between $52.3 billion and $54.3 billion, with gross margin of 65% to 67%. At current exchange rates, October alone covers about a third of that range, leaving November and December to average about $17.7 billion each to hit the midpoint. TSMC also raised its full-year 2026 US dollar revenue growth forecast to approximately 44%, from an earlier projection of slightly above 40%.
CFO Wendell Huang tied the fourth-quarter outlook to continued strong demand at the leading edge, including the steep ramp-up of TSMC's 2-nanometer technology. The 2nm node, now in commercial production, accounted for 8% of wafer revenue in the third quarter. 3nm made up 33% and 5nm 28%, putting 7nm-and-below processes at 79% of the total.
High-performance computing, the segment that covers AI accelerators, grew 22% quarter over quarter in Q3 to reach 68% of TSMC's revenue. Third-quarter revenue totaled NT$1.49 trillion at a 66.4% gross margin, and net income rose 68.7% year over year to NT$763.06 billion.
AI accelerators from Nvidia and AMD, custom cloud silicon and the fall smartphone cycle all compete for the same N3- and N2-class wafers. TSMC does not break out monthly sales by node or customer.
TSMC shares closed 2.24% higher on the Taiwan Stock Exchange on November 10.
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