Taipei

Taiwan Semiconductor Manufacturing Company (TSMC) posted a strong year-on-year jump in November revenue, fuelled by robust global demand for artificial intelligence (AI) chips, even as earnings dipped slightly from the previous month.

According to its official statement, TSMC’s consolidated net revenue for November 2025 stood at NTD 343.61 billion (USD 10.99 billion). The company noted that November revenue declined 6.5% from October 2025 but surged 24.5% compared to NTD 276.06 billion (USD 8.83 billion) in November 2024.

On a month-on-month basis, revenue was lower than NTD 367.47 billion (USD 11.76 billion) reported in October, reflecting softer short-term demand following a strong production cycle in prior months.

For the first eleven months of 2025, the world’s largest contract chipmaker generated NTD 3,474.05 billion (USD 111.17 billion) in total revenue, marking a 32.8% increase from NTD 2,616.14 billion (USD 83.72 billion) during the same period last year.

TSMC said global demand for AI accelerators and advanced packaging technologies continues to rise as companies expand AI infrastructure worldwide. The strong year-on-year growth underscores the company’s leadership in advanced semiconductor manufacturing, especially in high-performance chips powering AI servers, large-scale computing systems, and premium smartphones.

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Despite the modest month-to-month decline, TSMC’s overall performance reflects rapid expansion in the global AI ecosystem and reaffirms its role as a critical supplier to major technology firms. The company is expected to benefit further as AI adoption accelerates across industries.