TSMC reported record October revenue of approximately $17.81 billion, up 59.7% year-on-year and 14.7% from September, driven by demand for advanced semiconductors used in AI infrastructure. Revenue for January through October reached $140 billion, a 43.3% increase from the same period last year. The company has raised its full-year 2026 revenue growth forecast to about 44% in U.S. dollar terms. TSMC expects fourth-quarter revenue between $52.3 billion and $54.3 billion. High-performance computing accounted for 68% of revenue in the third quarter, with its 2-nanometer process contributing 8% of wafer revenue.
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