TSMC stock: October revenue jumps 59.7% year on year

Taiwan Semiconductor Manufacturing Company reported its October 2026 revenue on Tuesday, November 10. The company said consolidated revenue reached TWD 586.89 billion, increasing 59.7% from October 2025 and 14.7% from September, according to its October revenue report.

The monthly figure strengthens the evidence of a sharp expansion in TSMC's sales base entering the final quarter. The comparison with September also shows that the increase was not limited to the year-on-year effect: revenue advanced sequentially as well.

Ten-month revenue keeps rising

For January through October, TSMC reported revenue of TWD 4,485.62 billion. That was 43.3% higher than in the corresponding period of 2025. The cumulative result gives investors a broader view than a single month and places October within a strong year-to-date sales trend.

TSMC's release was a revenue announcement and did not provide a new full-year earnings forecast in the figures reviewed here. Investors will therefore focus on November and December sales for the next update on how the company is progressing through the final quarter.

What the report means for investors

The figures are relevant for TSMC stock because monthly revenue offers an early operating signal before the company reports a complete quarter. The October increase supports a constructive reading of demand, but the revenue release alone does not establish the effect on margins, earnings per share or free cash flow.

TSMC stock traded at 370.75 euros on Lang & Schwarz at 09:39 CET on Wednesday, November 11, 2026.

The broader US equity market is tracked through the S&P 500.

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