TSMC's record October was about 31% above its 2026 monthly average; Nov and Dec can each fall about 9% and still hit the Q4 range
TSMC reported record October revenue of NT$586.89 billion on Tuesday, up 59.7% from a year ago and 14.7% from September.
That is about 31% above its average month so far in 2026. November and December could each come in roughly 9% below October and TSMC would still land inside its Q4 range. The AI chip order cut stories are not showing up in the numbers.
https://pr.tsmc.com/english/news/3349
Sources: Taiwan News: record October; Q4 guide equals about NT$1.66T to NT$1.73T; Sept was NT$511.86B · CNBC: TSMC October revenue NT$586.89B ($17.88B), up 59.7% YoY · @Sino_Market: TSMC October revenue TWD 586.89B, up 59.7% YoY, Jan-Oct up 43.3%
Not financial advice. For informational and educational purposes only.
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