Taiwan Semiconductor Manufacturing Company (TSMC) reported net revenue of NT$343.61 billion for November 2025. This figure marks a 6.5% decrease compared to October 2025. However, the company saw a significant 24.5% increase from November 2024.
Cumulative revenue for the first eleven months of 2025 increased 32.8% over the same period in the previous year. Following the announcement, TSMC shares listed in Taipei saw a modest increase of 1.7%.
Analysts attributed the monthly decline to seasonal shifts and inventory adjustments within the PC and smartphone sectors. Conversely, the strong annual growth highlights sustained high demand for TSMC’s advanced chips. This demand is largely driven by the artificial intelligence (AI) and high-performance computing (HPC) markets.