Overview
- October revenue was NT$367.47 billion (about US$11.9 billion), up 11% month over month and 16.9% year over year.
- The annual growth rate was the slowest since February 2024, decelerating sharply from September’s roughly 31.4%.
- Management maintained fourth‑quarter revenue guidance of US$32.2–33.4 billion and raised its full‑year growth outlook to the mid‑30% range.
- Nvidia CEO Jensen Huang asked TSMC for additional wafer supply during a visit to Taiwan, a request CEO C.C. Wei confirmed.
- TSMC shares climbed roughly 2–3% in early trading as investors balanced firm AI‑related orders with signs of cooling growth.