TSMC October revenue rises 59.7% year over year

TSMC reported October revenue on Tuesday, posting NT$586.89 billion, equivalent to $17.88 billion, according to CNBC.[1] Revenue was up 59.7% from a year earlier and 14.7% from September, CNBC reported.[1] Bloomberg rounded the monthly increase to 60%.[2] The percentages use different comparisons: 59.7% measures year-over-year growth, while 14.7% measures the change from the previous month.[1] For teams tracking supplier momentum, keeping those measures separate helps avoid treating a one-month change as a year-over-year rate.

CNBC reported that strong demand for advanced semiconductors benefited TSMC, while major technology companies continued to invest heavily in artificial intelligence.[1] Bloomberg said TSMC’s sales reflected its central role in the global AI infrastructure build-out.[2] It also identified Nvidia and Apple as customers for which TSMC is the go-to chipmaker.[2] Together, those reports offer context for the revenue result and its relevance to AI-related supply chains. The reported October total is TSMC revenue; it should not be read as a separately stated measure of AI-chip sales.[1][2]

CNBC said TSMC reported net profit of NT$763.1 billion, a record, and that the result beat estimates.[1] Third-quarter revenue was NT$1.49 trillion.[1] The company’s operating margin was 58.7%, above the upper end of its 58% guidance range, according to CNBC.[1] These quarterly results provide additional financial context, but they are distinct from the October monthly revenue figures. Investors and business teams should compare results using the relevant reporting period and measure.

Bloomberg reported that TSMC’s sales growth was up from around 51% for the September quarter, while analysts on average projected 63% growth for the year’s final three months.[2] The 63% figure is a projection, not a reported result. TSMC also expects capital expenditure from 2026 to 2028 to be significantly higher than in the previous three years, with CNBC saying the company was continuing to invest to support customer demand.[1] For planning, the reported October growth, analyst outlook and longer-term spending expectation are separate signals rather than interchangeable measures.