TSMC October Revenue Hits Record High

What happened

TSMC reported October revenue on Nov 10 after the Taiwan market closed, topping the previous monthly record of NT$514.81 billion set in August and marking the first month above NT$580 billion. As usual, the monthly release discloses no profit, customer or process breakdown.

October consolidated revenue was NT$586.89 billion (about $17.9 billion), up 14.7% from September's NT$511.86 billion and 59.7% from NT$367.47 billion a year earlier. Revenue for January through October totaled NT$4,485.62 billion, up 43.3% from the same period in 2025.

TSMC's fourth-quarter revenue guidance, given in its third-quarter results, is $52.3 billion to $54.3 billion. To meet it, November and December would need to average about NT$538 billion to NT$570 billion a month, below October's level. November revenue is due on Dec 10.

Key facts

1. October revenue: NT$586.89 billion, about $17.9 billion; a monthly record
2. Year on year and month on month: Up 59.7% year on year and 14.7% month on month
3. Previous record: NT$514.81 billion, set in August
4. Year to date: NT$4,485.62 billion for January through October, up 43.3%
5. Q4 guidance: $52.3 billion to $54.3 billion, given with the third-quarter results
6. Next release: November revenue is due on Dec 10