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TSMC, the contract chipmaker that manufactures most of the world's leading AI accelerators, reported consolidated revenue for October 2026 of approximately NT$586.89 billion, an increase of 59.7 percent from October 2025
Verified 2026-11-10
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Monthly sales at the factory that builds most AI chips give an almost real-time read on whether AI hardware demand is still accelerating.
- Price
- $412.86
- 30D
- -10.77%
- AI share of revenue
- 58%
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TSMC’s exposure cardWhat share of the business the AI build-out actually isTSMC deep diveRead from its own filings: what it sells, and what could breakThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials agreed in October 2026 to raise its stake in Besi, the Dutch maker of chip assembly equipment, to about 20%
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
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