TSMC October revenue jumps 59.7% from a year earlier

TSMC reported October 2026 revenue of about NT$586.89 billion, up 59.7% from October 2025 and 14.7% from September. January through October totaled NT$4,485.62 billion, up 43.3% from the same period in 2025.

What the numbers say

TSMC's October revenue report, issued November 10, 2026, is a monthly net-revenue print, not a quarterly earnings release. The year-over-year jump of 59.7% is much larger than the 14.7% rise from September, which is the more useful read on whether the run rate is still climbing into the fourth quarter. The company did not break October revenue out by node, region or end market, and this release does not mention AI chip orders.

After last week's sell-off

The print landed the same day Asian chip stocks rose, tracking an overnight rebound on Wall Street after last week's sell-off in semiconductor and AI-infrastructure names. CNBC reported SoftBank Group rose 13.88%, SK Hynix 6.69%, Samsung Electronics 4.74% and TSMC 2.24%. Those are one-session moves, not a verdict on TSMC's month. A strong October figure does not settle the questions investors were asking last week about data-center build-out and capital spending.

Codema's AI Money coverage of earnings, semiconductor stocks and AI capital spending follows that market side of the story. Our Hardware & Infra coverage of chips, devices and the manufacturing stack follows the foundry and process-technology side. The AI chips and memory guide covers the GPUs, TPUs and HBM that sit on that foundry stack.

How October sits against TSMC's own guidance

In its October 15 third-quarter release, TSMC reported third-quarter revenue of NT$1,494.24 billion, or US$46.72 billion, and said fourth-quarter revenue is expected to be between US$52.3 billion and US$54.3 billion, assuming 1 US dollar to 31.8 NT dollars. CFO Wendell Huang said the fourth quarter should be “supported by continued strong demand for our leading-edge process technologies, including the steep ramp-up of our 2-nanometer technology.”

A quarterly total divided by three is only a rough yardstick. TSMC's third-quarter NT$1,494.24 billion works out to about NT$498 billion a month (our math). October's NT$586.89 billion is above that average. Using TSMC's 31.8 exchange-rate assumption, the midpoint of the fourth-quarter guide is about NT$1,695 billion, or about NT$565 billion a month if the quarter were even (our math). October is above that too. Neither comparison is a beat or a miss: TSMC did not report October revenue in US dollars, the actual exchange rate may differ from the assumption, and two months of the quarter remain. Our Q3 2026 chip earnings recap has the full third-quarter scorecard and that guidance.

What to watch

• November monthly sales, listed on TSMC's financial calendar for December 10, 2026.
• December monthly sales, listed for January 8, 2027.
• The fourth-quarter earnings date. As of November 10, 2026, TSMC's financial calendar does not yet list a date for the Q4 2026 results conference. We are not inferring one from prior years. The calendar notes that dates are subject to change.