Taiwan Semiconductor Manufacturing Co. (TSMC) reported record October sales of NT$586.89 billion (US$17.81 billion) Tuesday, adding to a year in which it has raised its sales growth outlook.
The total was 59.7% above October 2025 and 14.7% higher than September, company data showed. It exceeded the previous monthly high of NT$514.81 billion, reached in August.
From January through October, TSMC recorded sales of NT$4.49 trillion, a 43.3% increase from the same period last year.
Focus Taiwan cited unnamed analysts who linked October's increase to global demand for artificial intelligence applications. They said demand for chips made with TSMC's two-nanometer process had lifted shipments. The process is the company's most advanced in commercial production.
TSMC now expects full-year sales growth of about 44% in U.S. dollar terms, compared with a July forecast of slightly more than 40%. The company cited demand for its advanced manufacturing processes when it raised the outlook.
At a mid-October investor conference, TSMC set a fourth-quarter consolidated sales range of US$52.3 billion to US$54.3 billion. The midpoint implies a 58% increase from a year earlier and a 14% rise from the third quarter.
