"In-the-know traders see Taiwan Semiconductor Manufacturing ( NYSE:TSM) as global powerhouse among chipmakers. Yet, even a standard bearer like Taiwan Semiconductor can be a target of skepticism from time to time. Some of investors' concerns about Taiwan Semiconductor may be related to worries about an artificial intelligence (AI) bubble. Certainly, Taiwan Semiconductor is a beneficiary of the AI technology field's rapid expansion during the past several years."
"As it turns out, the company's NT$367.473 billion in monthly revenue represents an 11% decline when compared to NT$330.98 in September. On the other hand, Taiwan Semiconductor's October revenue showed a 16.9% increase on a year-over-year basis. Still, the Bloomberg report pointed out that this year-on-year monthly revenue growth was the "slowest pace since February 2024" for Taiwan Semiconductor. Moreover, Bloomberg observed investors debating the "sustainability of an AI boom that has propelled the stocks of" Taiwan Semiconductor customers NVIDIA ( NASDAQ:NVDA)."
Taiwan Semiconductor Manufacturing Corporation remains a leading global chipmaker benefiting from rapid AI-driven demand. October 2025 monthly revenue was NT$367.473 billion, showing a listed 11% decline compared to NT$330.98 in September and a 16.9% year-over-year increase. Year-on-year monthly growth reached its slowest pace since February 2024, and investors are debating the sustainability of the AI boom that boosted customers such as NVIDIA. Concerns focus on whether slowing sales of AI-ready chips would indicate an imminent AI bubble burst and place significant pressure on TSM stock.
Read at 24/7 Wall St.
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