Did TSMC's revenue for October 2026 grow at or above 40.0% from October 2025?
Read TSMC's (2330) revenue for October 2026 in the Taiwan Stock Exchange's monthly revenue table and compare it with October 2025 in the same table. The answer is yes if revenue is up at or above 40.0%; no if it is below 40.0%.
If the source is late or silent: If the table does not carry October 2026 by November 25, 2026, the test is inconclusive, and the Result says what was read and what was missing; a later correction of the month does not change the reading.
If no
Customers limit the foundry's reach
No: customers push back or shift volume elsewhere, so growth comes in below 40 percent.
If yes
The foundry sets the price
Yes: TSMC is the only real source of leading advantage chips, so customers pay up and growth stays at or above 40 percent.
50%
NoYes
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— You
— CallOct 22
— Machines3 models
— Readersshows from 5
The trail · since Oct 22
the Call 57, recorded Oct 22machines 3 runsreaders show from 5
The case · 4 people · 2 minutes
Customers limit the foundry's reach1 people argue noThe foundry sets the price3 people argue yes
ASML's EUV and High-NA lithography machines are the only technology capable of producing advanced chips, making every leading semiconductor roadmap dependent on ASML, which generates a massive backlog and pricing power.
All leading chip designers and new entrants depend on TSMC for access to most advanced and many less advanced semiconductor nodes. This creates structural demand independent of any individual designer's success.
What would change the Call
TSMC's own fourth quarter guidance, given at its October results, would move the expected growth rate.
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The thesis
Does the concentration of leading-edge chipmaking give TSMC pricing power over its customers?
TSMC's revenue for September 2026 was NT$511.9 billion, 54.6% above September 2025. The tests read its monthly revenue as the Taiwan Stock Exchange publishes it.