TSMC reported net revenue of about NT$586.89 billion for October 2026, up 59.7% from October 2025 and 14.7% from September. It is the highest month of the year so far. Revenue for January through October came to NT$4,485.62 billion, up 43.3% on the same period of 2025. TSMC makes most of the world's leading AI chips, so this monthly figure is one of the earliest public reads on AI hardware demand.
Monthly Net Revenue, 2026
| Month | Net revenue (NT$ million) | Year over year |
|---|---|---|
| January | 401,255 | +36.8% |
| February | 317,657 | +22.2% |
| March | 415,191 | +45.2% |
| April | 410,726 | +17.5% |
| May | 416,975 | +30.1% |
| June | 442,680 | +67.9% |
| July | 467,580 | +44.7% |
| August | 514,806 | +53.3% |
| September | 511,857 | +54.6% |
| October | 586,890 | +59.7% |
| January to October | 4,485,617 | +43.3% |
Monthly figures are unaudited. TSMC usually publishes each month's revenue around the 10th of the following month, so November's figure is due around December 10.
Third Quarter 2026 Results
| Item | Figure |
|---|---|
| Revenue | US$46.72 billion (NT$1,494.24 billion) |
| Growth in US dollars | +41.2% year over year, +16.2% quarter over quarter |
| Gross margin | 66.4% |
| Operating margin | 58.7% |
| Net margin | 51.1% |
| Diluted earnings per share | NT$29.43 (US$4.60 per ADR), +68.7% year over year |
Wafer Revenue by Node, Q3 2026
| Node | Share of wafer revenue |
|---|---|
| 2nm | 8% |
| 3nm | 33% |
| 5nm | 28% |
| 7nm | 10% |
| 7nm and below, combined | 79% |
For who gets the newest capacity, see TSMC 2nm AI chip allocation.
How Much of TSMC's Revenue Is AI?
TSMC does not publish an "AI share of revenue". The closest reported figure is high-performance computing, which coverage of the Q3 call puts at 68% of revenue, with smartphones at 21% and automotive at 4%. High-performance computing includes AI accelerators and also server and PC processors, so it overstates AI alone. TSMC's own definition of AI accelerators is narrow and excludes CPUs.
Guidance
| Item | Guidance | Source |
|---|---|---|
| Q4 2026 revenue | US$52.3 billion to US$54.3 billion | TSMC filing |
| Q4 2026 gross margin | 65% to 67% | TSMC filing |
| Q4 2026 operating margin | 56.5% to 58.5% | TSMC filing |
| Full-year 2026 revenue growth | Around 44% in US dollars | Coverage of the Q3 call |
| 2026 capital spending | US$60 billion to US$64 billion | Coverage of the Q3 call |
Other TSMC News in November
On November 10, TSMC's board approved investments of up to US$500 million each in Anthropic and OpenAI, according to The Star and other outlets. That puts the chip maker on the shareholder list of two of its customers' largest customers.
Methodology
Monthly revenue comes from TSMC's monthly revenue page and its October 2026 release of November 10, 2026. Quarterly results, node shares and Q4 guidance come from TSMC's Q3 2026 filing. The platform split, full-year growth and capital spending come from press coverage of the earnings call, because we could not open TSMC's own management report. This page reports published figures and is not investment advice.