Taiwan Semiconductor Manufacturing Co. said Oct. 2026 consolidated net revenue was approximately NT$586.89 billion, up 14.7% from September and 59.7% from October 2025, the company reported on Nov. 10. CNBC reported the same figures and valued the month at $17.88 billion.
Why it matters: TSMC said revenue for January through October totaled NT$4,485.62 billion, up 43.3% from the same period in 2025. CNBC said the world’s largest contract chipmaker benefited from strong demand for advanced semiconductors as technology companies continue to invest in artificial intelligence, and that TSMC shares closed 2.24% higher on Tuesday.
CNBC also noted that TSMC last month reported a record third-quarter net profit of NT$763.1 billion, with revenue of NT$1.49 trillion, and that the company expects capital spending from 2026 to 2028 to be significantly higher than in the prior three years. It said TSMC’s third-quarter operating margin reached 58.7%, above the high end of its guidance range of 58%. Separately, CNBC said Taiwan’s exports surged 58.9% in October to $96.76 billion, with electronic-components exports up 61.4%, according to government data released Monday.