TSMC’s October Sales Set New Record but Growth Cools to 16.9% YoY as AI Demand Normalizes; Smartphone Orders Reawaken
TAIPEI — November 10, 2025 At a glance October by the numbers: a record high with cooler growth TSMC reported NT$367.47 billion in consolidated revenue for October, a fresh record and an 11% sequential rise. On a yearly basis, sales grew 16.9%, slower than September’s ~40% YoY surge. For January–October, revenue totaled NT$3.13 trillion, up 33.8% from the same period last year. TSMC+2Focus Taiwan – CNA English News+2 While those figures confirm the foundry’s dominant position in advanced nodes, they also mark the slowest YoY growth since February 2024, a datapoint traders have latched onto as evidence that the AI
