Nov 2025 Revenue: NT$367.5B, +16.94% YoY

Original: 2330 2025年11月月營收

Summary

TSMC reported November 2025 revenue of NT$367.5B (~US$11.4B), up 16.94% YoY and rebounding sharply +11.03% MoM. The double-digit YoY growth alongside a strong sequential acceleration reinforces sustained AI/HPC and advanced-node demand momentum heading into year-end.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at TSMC

Median +5d

+2.37%

Range

-4.98% to +6.12%

Positive outcomes

8/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$2,385	NT$2,405	+0.84%
May 17, 2026	NT$2,240	NT$2,285

Full Translation

TSMC (2330) November 2025 Monthly Revenue Report: Monthly revenue came in at NT$367,473,051 thousand (NT$367.47B, ~US$11.4B), representing a year-over-year increase of +16.94% versus November 2024. On a sequential basis, revenue rose +11.03% month-over-month, indicating a meaningful pickup in shipments after October. The combination of strong double-digit YoY growth and a robust MoM rebound is consistent with continued strength in AI accelerator, HBM-related advanced packaging (CoWoS), and leading-edge node (N3/N5) demand. YTD cumulative revenue and YTD YoY change were not provided in this filing snapshot.