Forbes Reports TSMC’s October Revenue Hit a Record

Forbes reported on November 10, 2026, that TSMC’s October revenue hit a record, rising 60%. The report’s headline does not state the basis for comparison.

Forbes reported that TSMC’s October revenue hit a record, rising 60%. However, without a comparison basis or breakdown, the figure alone does not show which products or processes drove the increase or whether it was related to the company’s consideration of manufacturing AI memory chips.

The headline indicates that TSMC’s October revenue hit a record and rose 60%. However, the information provided does not specify the basis for the 60% comparison, the actual revenue amount or the breakdown by product or process. The figure alone cannot directly establish demand for AI semiconductors or utilization levels for any particular process; revenue growth and production mix need to be considered separately. In a related article dated November 7, 2026, this newspaper covered reports that TSMC was considering expanding its business into manufacturing advanced AI memory semiconductors Report: TSMC considering manufacturing advanced AI memory semiconductors. The article’s summary described the move as under consideration; no decision to proceed or production scale was confirmed. Even taken together with the current revenue report, the information does not show that an expansion into memory contributed to October revenue. For now, the company’s existing revenue results and its consideration of a new manufacturing area should be treated as separate information. To understand the industry structure, the focus is not only on monthly revenue totals but also on which product groups and processes made up the increase. The implications for capital investment and production capacity would differ depending on whether the growth came from advanced processes, packaging or another product group. Meanwhile, the headline’s claim of a “record” does not specify the period or accounting conditions, so it is insufficient to assess whether growth will be sustained over time. The next points to confirm are the comparison basis for the 60% increase, the actual revenue amount and the breakdown by product and process. It is also necessary to separately determine whether consideration of manufacturing advanced AI memory semiconductors has advanced into a concrete plan and, if so, how it would relate to existing production capacity. The information provided does not establish a link between revenue growth and changes in the company’s business mix.