Explore the latest developments concerning TSMC's October sales.
TSMC's October sales jump as global chip boom rolls on
Taiwan Semiconductor Manufacturing Co. on Tuesday reported October revenue of 586.89 billion New Taiwan dollars ($17.88 billion), up 59.7% from a year earlier and up 14.7% from the previous month.
The world's largest contract chipmaker benefited from strong demand for advanced semiconductors, as major technology companies continue to invest heavily in artificial intelligence.
Last month, TSMC reported a record third-quarter net profit of NT$763.1 billion, beating estimates while revenue came at NT$1.49 trillion.
The chipmaker expects capital expenditure from 2026 to 2028 to be significantly higher than in the previous three years as it continues to invest to support customer demand. Its third-quarter operating margin reached 58.7%, exceeding the upper end of its guidance range of 58%.
TSMC is seeing 'insatiable' demand for chips, executive tells Nikkei Forum
Companies want to get their hands on any AI compute capability, says Kevin Zhang
Kevin Zhang, senior vice president and deputy co-chief operating officer at Taiwan Semiconductor Manufacturing Co., speaks at the Nikkei Forum Global Management Dialogue 2026 in Tokyo on Nov. 11. (Photo by Akitoshi Sugiura)
TOKYO — Taiwan Semiconductor Manufacturing Co. is experiencing "insatiable" demand for any chips it can make to power artificial intelligence, a senior executive at the world's biggest contract chipmaker told the Nikkei Forum Global Management Dialogue 2026 on Wednesday.
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