STATS | Semiconductors. Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated revenue of NT$586.89 billion in October 2026, up 59.7% from October 2025 and 14.7% from September 2026. The November 10 company release documents a new monthly high, underscoring the scale of the world’s largest dedicated chip foundry as advanced computing investment continues. Revenue, however, is a financial measure—not a direct count of wafers, chips or AI accelerators produced.

TSMC’s official October revenue release and its November 10 SEC Form 6-K provide the comparison figures. The reporting period is October 1–31, 2026, and all figures below use New Taiwan dollars rather than mixing currencies.

How the growth was calculated

Year-over-year change = (586.890 − 367.473) ÷ 367.473 × 100 = 59.71%. Month-over-month change = (586.890 − 511.857) ÷ 511.857 × 100 = 14.66%. The year-over-year absolute increase was NT$219.417 billion. Calculations use the company’s consolidated figures reported in NT$ millions, converted to billions; published percentage growth is rounded to one decimal place.

January–October revenue rises 43.3%

TSMC also reported NT$4,485.617 billion in consolidated revenue over January–October 2026, against NT$3,130.437 billion for the same ten months of 2025. The comparable-period change is (4,485.617 − 3,130.437) ÷ 3,130.437 × 100 = 43.29%. The ten-month result offers a broader context than any single monthly increase. These totals are not annualized forecasts.

What the revenue numbers do—and do not—show

TSMC manufactures semiconductors for customers spanning high-performance computing, mobile devices and other electronics. Demand for advanced logic and packaging is a major industry theme, but the October monthly report does not disclose how much of its revenue came specifically from AI accelerators, a particular fabrication node, or an individual customer. Changes in wafer pricing, product mix and currency translation can affect reported revenue even when physical unit production follows a different trajectory.

For comparison, BitcoinVersus.Tech recently examined Intel Foundry’s external-customer revenue, where internal segment transactions required a different accounting interpretation. Its coverage of Arista’s networking revenue and onsemi’s data-center power chips similarly illustrates why financial growth should not be equated with equipment shipments or computing capacity. See also the DEEPX 2 nm chip tape-out report for the distinction between a proposed design and tested commercial silicon.

Chart methodology and next checkpoint

Recommended chart: a zero-baseline vertical column chart showing October 2025 (367.473), September 2026 (511.857), and October 2026 (586.890), with the x-axis labeled by reporting month and the y-axis in NT$ billions. The three columns are discrete comparison periods, not a continuous time series; a continuous line chart would require the intervening months from TSMC’s monthly revenue archive. Source: November 10, 2026 Form 6-K.

TSMC’s financial calendar lists December 10, 2026 for its November sales release. Until those figures arrive, October’s strong result should not be extended into an unsupported November or full-quarter prediction. The figures in this article are observed, company-reported revenue, not independent wafer-throughput measurements or forecasts.

Sources: TSMC October 2026 Revenue Report (November 10, 2026); TSMC SEC Form 6-K (November 10, 2026); TSMC monthly revenue archive and financial calendar. Editorial calculations shown above. Coverage is informational and not investment advice.