Nvidia is TSMC’s largest customer, and TSMC’s October revenue surged 60% YoY—a positive signal ahead of Nvidia’s November 17 earnings report.
TSMC’s YoY revenue growth continues to accelerate:
July: +45%
August: +53%
September: +55%
October: +60%
🔥TSMC reported October 2026 monthly revenue.
Revenue increased 59.7% year over year.
Revenue for January through October increased 43.3% year over year.