Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a sharp rise in October revenue as the world’s largest contract chipmaker continued to ride the global wave of artificial intelligence-driven demand.
The company’s monthly revenue climbed 16.9% year over year to T$367.47 billion (US$11.86 billion), marking an 11% increase from September. For the January–October 2025 period, total revenue reached T$3.13 trillion, up 33.8% from the same period a year earlier.
The figures highlight how TSMC continues to benefit from surging investment in data centers and high-performance computing infrastructure, as tech firms around the world expand capacity to power AI applications.
A key supplier to NVIDIA Corporation (NASDAQ:NVDA), TSMC has mirrored the chip designer’s remarkable market trajectory over recent years.
Last week, Nvidia CEO Jensen Huang noted that he had requested additional chip supplies from TSMC, citing persistent strength in demand for the company’s cutting-edge AI processors.