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TSMC's October revenue rose 14.7% on September, per Focus Taiwan, and by itself covers about a third of Q4 guidance, so November and December can run lower and still meet the outlook.
Chips & Power DeskEdited by Ege Erten
2 min readAI-assisted
TSMC October revenue as reported by Focus Taiwan, citing company data.
Illustration (AI-generated)
TSMC reported consolidated October 2026 revenue of NT$586.89 billion on Nov. 10, up 59.7% from a year earlier and 14.7% from September, Focus Taiwan (CNA) reported, citing company data.
Focus Taiwan called it a record, passing the previous high of NT$514.81 billion in August. Revenue for the first 10 months rose 43.3% from a year earlier to NT$4.49 trillion. TSMC's own September report, filed with the U.S. Securities and Exchange Commission, put September at NT$511.86 billion, down 0.6% from August and up 54.6% on the year, with NT$3,898.73 billion for January through September. Subtracting that from the 10-month total leaves about NT$587 billion for October, which matches the headline figure.
The foundry makes the leading-edge chips behind most AI accelerators, so its monthly sales are one of the few hard supply-side numbers that arrive before quarterly results. October came in 17.8% above the Q3 monthly average of about NT$498.1 billion, a figure Voltgrid derived from the NT$1,494.24 billion of Q3 net sales in TSMC's filing.
In mid-October TSMC guided fourth-quarter revenue to US$52.3 billion to US$54.3 billion at an exchange rate of NT$31.8 to the dollar, according to its results filing. Focus Taiwan converts that to roughly NT$1.66 trillion to NT$1.73 trillion. October alone is therefore about 34% to 35% of the quarter, by Voltgrid's arithmetic.
Analysts cited by Focus Taiwan estimate that guidance implies NT$538.1 billion to NT$569.9 billion a month in November and December. That is 3% to 8% below October. TSMC can hold its guidance even if October proves the peak of the quarter, and a result at or above the October pace would point to the top of the range or beyond.
TSMC also raised its full-year growth forecast in mid-October to about 44% in U.S. dollar terms, from slightly more than 40% in July, Focus Taiwan said.
Analysts quoted by Focus Taiwan credited strong demand for chips on TSMC's 2-nanometer (2nm) process, its most advanced technology in commercial production, for the October gain. TSMC has not broken October down by node or customer. In the last quarterly split, filed Oct. 15, 2nm made up 8% of wafer revenue, 3nm 33% and 5nm 28%.
Monthly revenue follows wafer shipments and the exchange rate, not data-center power or rack deployments, so it measures chip supply rather than installed AI capacity. It does show that advanced-node output is still growing quickly into the fourth quarter. TSMC is also adding plant space, as Voltgrid reported in its NT$38.8 billion purchase of AUO's Taichung plant. Another Taiwanese name in the AI supply chain also posted a record: Foxconn's October revenue hit NT$1.3 trillion.
TSMC's own page for the October release could not be read when this brief was written, so the October figures rest on Focus Taiwan's report of company data and on the arithmetic against the September filing. U.S. dollar conversions differ by outlet, and Focus Taiwan gives US$17.81 billion.
The explanation behind the number, including customer mix, 2nm share and any effect on packaging capacity, has not come from TSMC. Capacity plans stay separate from this figure, including the reported two-fab Texas plan, which TSMC has not confirmed. The November figure is next, and it decides whether October was the quarter's peak.
