Overview
- October revenue was NT$367.47 billion (about $11.9 billion), up 11% month over month and 16.9% year over year, the weakest annual pace since February 2024.
- Cumulative sales for January through October reached NT$3,130.44 billion (about $102.6 billion), a 33.8% increase from a year earlier.
- TSMC raised its full‑year revenue growth forecast to the mid‑30% range, above prior guidance calling for roughly 30%.
- Nvidia CEO Jensen Huang requested increased wafer capacity from TSMC, and CEO C.C. Wei confirmed the ask to reporters.
- TSMC shares gained roughly 2%–3% in premarket trading as investors weighed strong AI orders against a decelerating monthly growth rate and forecasts for about 16% quarterly sales growth.