ADاشتہار / AdvertisementGoogle Ad
TSMC Sales Jump 60% as AI Chip Demand Breaks RecordsBusiness
TSMC’s October sales hit a record NT$586.89 billion as AI chip demand kept outrunning supply, and its board backed a $40.9 billion expansion.
Share:
Taiwan Semiconductor Manufacturing Company, the world’s largest maker of advanced computer chips, has reported its biggest monthly sales ever, as demand for artificial intelligence hardware continues to outrun supply. The company said on Tuesday, 10 November, that October revenue reached NT$586.89 billion, about 17.88 billion US dollars, a record for a single month.
The figure was 59.7 percent higher than a year earlier and 14.7 percent above September, according to the company’s monthly report. Sales for the first ten months of 2026 were 43.3 percent higher than in the same period last year, underlining how quickly the boom in AI spending is feeding through to the factories that make the chips.
ADاشتہار / AdvertisementGoogle Ad
TSMC does not break down its monthly sales by customer or technology, but the company has said demand for its most advanced manufacturing processes is driven mainly by AI accelerators and high-performance computing, with major customers including Apple, Nvidia and AMD. Chief Executive C.C. Wei said when third-quarter results were released that demand remains far higher than the company’s current ability to supply, adding that TSMC is working very hard to narrow the gap.
The board moved on the same day to lock in more capacity and deepen TSMC’s ties to the AI industry. Directors approved 40.9 billion dollars of new investment in manufacturing expansion, and authorised investments of up to 500 million dollars each in Anthropic and OpenAI, taking the chipmaker beyond its traditional role as a supplier and into direct stakes in two of the leading AI companies.
The company expects capital spending from 2026 to 2028 to be significantly higher than in the previous three years as it builds new plants to meet customer demand. It has also raised its full-year revenue growth outlook to about 44 percent, with fourth-quarter sales expected to come in between 52.3 billion and 54.3 billion dollars.
The results arrive at a moment when the wider chip industry is straining to keep up with orders. Memory chips are in severe shortage and prices are rising, while Samsung Electronics and SK hynix of South Korea, which supply memory to AI data centres, have forecast that shortages could persist beyond 2028 as data-centre investment keeps growing and new capacity is slow to arrive.
For TSMC, the question is no longer whether customers want its chips, but how fast it can build the factories to make them. The company is due to report November revenue on 10 December, when investors will look for the next sign of whether the AI chip boom is still gathering speed or starting to level off.
Related Coverage
