Taiwan Semiconductor Manufacturing Co. recorded its best month ever, with October 2026 revenue of $18.4 billion, up 59.7% year over year and 14.7% from September. Monthly revenue reached NT$586.89 billion, surpassing the previous record of NT$514.81 billion. Demand for advanced semiconductors used in artificial intelligence and high-performance computing drove shipments of 2nm, 3nm, and 5nm chips. For the fourth quarter of 2026, TSMC forecasts revenue of $52.3 billion to $54.3 billion and has raised its full-year growth outlook to around 44% in US dollar terms. Taiwan’s exports also rose 58.9% year over year in October, while electronic component exports increased 61.4%.
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