October 2025 Revenue: NT$331.0B, +31.4% YoY

Original: 2330 2025年10月月營收

Summary

TSMC reported October 2025 revenue of NT$331.0B (~US$10.5B), up 31.4% YoY but down 1.4% MoM after a strong September. The robust YoY growth continues to reflect surging demand for advanced nodes powering AI accelerators and HBM logic dies, signaling that the AI-driven capex cycle remains firmly intact heading into Q4.

Historical Impact

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

Median +5d

+1.54%

Range

-4.98% to +6.12%

Positive outcomes

7/10

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) October 2025 Monthly Revenue Report: - Current month revenue: NT$330.98B (NT$330,980,920 thousand), approximately US$10.5B - Year-over-year change: +31.41% vs. October 2024 - Month-over-month change: -1.43% vs. September 2025 October marked another strong month of double-digit YoY growth, with revenue exceeding NT$330B for the second consecutive month. The slight sequential decline of 1.4% is typical seasonal moderation following peak shipment months and does not indicate weakening end-demand. Growth remains driven by leading-edge nodes (3nm/5nm) supporting AI GPU, HPC, and HBM logic die production for hyperscaler customers.