The global semiconductor leader continues its impressive run, fueled by unprecedented demand for artificial intelligence technologies. Taiwan Semiconductor Manufacturing Company (TSMC) has reported exceptional revenue figures for October 2025 that substantially surpassed market projections, though questions remain about sustainability.
October Revenue Reaches New Heights
TSMC’s consolidated revenue for October reached approximately NT$367.47 billion, establishing a new monthly record for the chip manufacturer. This represents a substantial 11.0 percent increase compared to September and a significant 16.9 percent year-over-year advancement. The relentless demand for high-performance chips, particularly those powering AI applications, continues to be the primary growth catalyst.
Market observers note a slight moderation in the expansion rate. While September had demonstrated remarkable year-over-year growth of 31.4 percent, October’s figures indicate a more normalized pace. Despite this moderation, the company maintains exceptionally strong performance levels.
Year-to-Date Performance Supports Upward Revision
Cumulative figures through the first ten months of 2025 further demonstrate TSMC’s robust trajectory. From January to October, the semiconductor giant achieved total revenue of NT$3,130.44 billion, representing a 33.8 percent increase compared to the same period last year. These results validate the company’s recently upgraded annual forecast, which now anticipates growth in the mid-30 percent range.
Should investors sell immediately? Or is it worth buying TSMC?
Investors have responded positively to these fundamental strengths. Ahead of the official revenue announcement, TSMC’s shares gained 1.03 percent in Taipei trading on Monday. The stock currently trades at €255.50, hovering just below its 52-week peak of €265.00.
Market Position and Future Trajectory
With the current share price sitting merely 3.58 percent below its annual high and having delivered an impressive 40.23 percent return over the past twelve months, TSMC remains a dominant force within the technology sector. The critical question for market participants is whether the ongoing AI-driven demand can propel the stock to establish new record levels.
The current revenue performance certainly provides favorable conditions for continued strength. Maintaining this elevated growth pace amid normalizing expansion rates presents the central challenge, though the company appears well-positioned for the fourth quarter.
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