Today, TSMC announced its October revenue performance. Although it did not hit a new high, it still improved a lot compared to the previous month. The contribution of the 5nm process is undeniable.

TSMC’s revenue in October was NT$119.303 billion, or about US$4.178 billion. In October last year, TSMC’s revenue was NT$106.04 billion, a year-on-year increase of 12.5%.

However, in terms of month-on-month, TSMC’s revenue in October did not continue the growth momentum. Their revenue in September this year was NT$127.585 billion, a decrease of 8.282 billion compared with that in October, a decrease of 6.5% month-on-month. %.

In the first 10 months of this year, TSMC’s revenue was NT$1,097.024 billion, compared with NT$858.788 billion in the same period last year, a year-on-year increase of 238.236 billion, or a year-on-year growth rate of 27.7%. TSMC’s annual revenue last year was NT$1,069.985 billion, and it reached NT$1,097.024 billion in the first 10 months of this year, so there is no suspense that the total revenue will exceed last year.

Some industry analysts said that the supply shortage of the iPhone 12 series may inhibit the shipment of 5nm chips to a certain extent, but overall, Apple is still their largest customer.

It has been reported before that TSMC may be the foundry of the Kirin 9000 series, but from the official point of view, they have not resumed cooperation, and the main production capacity of 5nm is basically owned by Apple.