$TSM just printed another record month — October revenue hit NT$586.89B (~$18B), up 59.7% year-over-year and 14.7% month-over-month. That's the highest single-month sales in company history.
AI demand and advanced nodes are doing the heavy lifting here. Year-to-date through October, revenue is already at NT$4.49T, up 43.3% versus last year.
The world's leading foundry isn't slowing down. AI infrastructure buildout continues to accelerate, and TSMC remains the critical chokepoint for cutting-edge chips. This is the kind of momentum that tends to persist until it doesn't — and right now, there's no sign of a crack.
AI demand and advanced nodes are doing the heavy lifting here. Year-to-date through October, revenue is already at NT$4.49T, up 43.3% versus last year.
The world's leading foundry isn't slowing down. AI infrastructure buildout continues to accelerate, and TSMC remains the critical chokepoint for cutting-edge chips. This is the kind of momentum that tends to persist until it doesn't — and right now, there's no sign of a crack.