TSMC Sets October Sales Release Date as It Forecasts 14% Quarterly Growth
Key Facts
Taiwan Semiconductor Manufacturing Co. (TSMC) has scheduled its October sales announcement for 10 November 2026 at 13:30 Taipei time, according to its financial calendar. The revenue figure circulating in the news brief could not be verified on a reliable public page, while the October field in the company’s official table remained blank when checked. The monthly sales total and its year-on-year or month-on-month change therefore cannot be confirmed. The expected announcement follows September revenue of NT$511,857 million, up 54.6% from the same month a year earlier. The release date places the monthly figures within tracking of the company’s performance, as it forecasts strong quarterly growth for the fourth quarter.
TSMC’s consolidated revenue in the third quarter was NT$1,494.24 billion, up 50.9% year on year and 17.6% from the second quarter, according to the company’s results. In U.S. dollars, quarterly revenue reached $46.72 billion, up 41.2% year on year and 16.2% quarter on quarter. These results provide recent context for assessing October sales, but cover a different period from the month for which markets are awaiting data. The revenue figures in the two currencies also reflect the company’s presentation of its results and do not allow a direct comparison between monthly sales and quarterly guidance without accounting for the different periods and units of measurement. October’s result itself remains unconfirmed in the official revenue table reviewed.
The company expects fourth-quarter revenue of between $52.3 billion and $54.3 billion, equivalent to quarter-on-quarter growth of 14% at the midpoint, according to the earnings conference transcript. The range sets out management’s view of revenue for the full quarter, while October sales will provide one monthly reading within that period. For profitability, TSMC set a fourth-quarter gross margin range of 65% to 67% and an operating margin range of 56.5% to 58.5%. These estimates provide context for tracking the company’s results, but do not establish in advance the revenue it will report for October. The monthly announcement is scheduled for the date listed on the company’s calendar, which does not itself include the month’s result.
Chief Executive C.C. Wei said demand exceeds the company’s current supply capacity and that it is working to narrow the gap, according to the Associated Press. In the third quarter, advanced technologies, which TSMC defines as 7-nanometer and more advanced technologies, accounted for 79% of total wafer-fabrication revenue. That places the advanced-technology mix alongside capacity constraints in the context for tracking revenue, without specifying any application’s share of October sales. Wei’s remarks reflect demand pressure on supply, but do not provide an independent figure for the quantity of chips the company was unable to supply. Nor do the remarks alone establish the contribution of artificial intelligence to the month’s revenue due for release.
TSMC forecast 2026 revenue growth of about 44% year on year in U.S. dollar terms and kept its annual capital expenditure budget between $60 billion and $64 billion, according to the earnings conference transcript. The annual forecast places revenue in the context of growth for the year, while the capital expenditure range sets out the size of the budget the company reaffirmed. These figures do not include October sales results, nor do they break down the impact of spending on revenue in any particular month. After the October sales announcement, the company’s calendar schedules the release of November sales for 10 December 2026 at 13:30 Taipei time. The November release is therefore the next monthly milestone listed on the company’s financial calendar.