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Moment

TSMC Posts a Record Month

2026年11月11日 1 分钟阅读

October revenue rose 59.7% as operating margin beat the company’s own guidance.

TSMC reported on 10 November 2026 that October revenue reached NT$586.89 billion, about $17.88 billion, up 59.7% year on year and 14.7% month on month, an all-time monthly high that exceeded August’s NT$514.8 billion. Cumulative revenue for the first ten months came to NT$4.4856 trillion, up 43.3%. The third quarter delivered record net income of NT$763.1 billion on revenue of NT$1.49 trillion, with an operating margin of 58.7%, above the 58% upper bound of its own guidance, and the company expects capital expenditure for 2026 to 2028 to be significantly higher than the prior three years. In the week when the AI-bubble argument is loudest, the foundry is the hardest rebuttal available.

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