TSMC Sales Jump Again -- Nvidia and Apple Orders Keep the AI Chip Boom Going Nauman Khan Tue, November 10, 2026 at 6:10 AM EST 1 min read TSM +0.03% NVDA -0.99% AAPL +0.56% TSM +0.03% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Taiwan Semiconductor Manufacturing (NYSE:TSM) booked October revenue of NT$586.89 billion, about $18.4 billion, up 59.7% from a year earlier.
Sales for the first 10 months of the year totaled NT$4.49 trillion, a 43.3% increase. The company, a contract chipmaker that builds chips designed by other firms, gave no outlook or other details in the short statement.
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Third-quarter revenue of $46.72 billion topped the $45.7 billion analysts had expected. Analysts on average forecast 63% revenue growth for the fourth quarter, so October's pace sits just under that estimate.
Demand for advanced chips used in artificial intelligence appears to be driving the gains. Taiwan Semiconductor counts Nvidia (NASDAQ:NVDA) and Apple (NASDAQ:AAPL) among its customers.
Separately, Taiwan's October exports rose 58.9% to $96.76 billion, government data showed Monday. Electronic components shipments climbed 61.4%, helped by demand for advanced chips.
Taiwan Semiconductor's Taipei-listed shares closed up 2.2% at the end of Tuesday's session, before the data was released. The company has a market value of about $1.69 trillion, making it Asia's most valuable listed company.
