TSMC's October Revenue Rises 59.7% to a Record NT$586.89 Billion

TSMC reported October revenue of NT$586.89 billion on Tuesday, its highest monthly total on record.

TSMC announced the October revenue report on Tuesday, November 10, 2026, in Hsinchu, Taiwan. The figures are consolidated, covering the whole company.

TSMC is Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker. It manufactures chips designed by its customers.

October tops August's record by NT$72.08 billion

October revenue was NT$586.89 billion, or NT$586.89 billion. TSMC describes the monthly figure as approximate.

Revenue rose 14.7% from September, when it was NT$511.86 billion. It rose 59.7% from October 2025, when it was NT$367.47 billion.

The previous monthly record was August's NT$514.81 billion. October topped it by NT$72.08 billion, a TickerGrove calculation.

October was the third straight month above NT$500 billion, after August and September.

Ten months of 2026 already total NT$4.49 trillion

Revenue for January through October totaled NT$4.49 trillion. That is NT$4.49 trillion, up 43.3% from NT$3.13 trillion a year earlier.

TSMC's monthly table notes that the 2026 figures have not been audited. Monthly revenue is reported before the quarter's full results.

October covers about a third of the fourth-quarter guide

The month follows a record third quarter for the company. TSMC reported third-quarter revenue of NT$1.49 trillion, or $46.72 billion, on October 15.

On October 15, TSMC guided fourth-quarter revenue to between $52.3 billion and $54.3 billion. The guide assumes an exchange rate of 31.8 Taiwan dollars per U.S. dollar.

At that assumed rate, the guide equals about NT$1.66 trillion to NT$1.73 trillion. October alone covers about 34% to 35% of it, a TickerGrove calculation.

November and December would then need to average about NT$538 billion to NT$570 billion a month. That is also a TickerGrove calculation, using the same assumed rate.

The 31.8 rate is the company's guidance assumption, not October's market exchange rate. The calculation shows pace against the guide, not a dollar conversion of October.

The monthly report is revenue only

The October report gives no profit, margin or per-share figures. It also gives no breakdown by chip process or by customer.

Readers therefore cannot tell from this report which products drove the month. Any such split arrives only with the quarterly results.

What TSMC has said, on October 15, is narrower and dated. For the fourth quarter, it expected business to be supported by strong demand for its leading-edge technologies.

That October statement also pointed to the steep ramp-up of its 2-nanometer technology. It was a fourth-quarter expectation, not an explanation of October's figure.

What remains unknown

What remains unknown starts with the mix behind the record. The report does not say how much came from any single process or customer.

Profitability for October is also unknown. Revenue alone does not show margins, costs or earnings for the month.

No settled market reaction exists yet. The report came after Taiwan's close on Tuesday, so Wednesday brings the first settled session.

Whether November and December hold October's pace is unstated. TSMC offered no updated guidance with the monthly report.

November and December decide the quarter

What to watch: the November revenue report in December. It will show whether the monthly pace stays near the level the guide requires.

The fourth-quarter results are the fuller test. They will add margins, the product mix and any new guidance beside the revenue line.