Taiwan Semiconductor Manufacturing Company Limited (TSM) Posts Slowest Monthly Growth Since Early Last Year

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the most profitable semiconductor stocks to buy. As reported on November 10, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered a revenue growth of 16.9% YoY in October, which is lower than the 39.6% increase in September and the slowest pace since February last year. Analysts anticipate the company’s sales to increase by 16% in the current quarter, according to Bloomberg News.

According to the Korean platform Naver, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has recently begun informing its top clients, including Apple, of potential price increases for some of its advanced nodes. The news has neither been confirmed nor denied by the company’s management.Analyst Says Taiwan Semiconductor Manufacturing Company (TSM) Among the Best AI Stocks to Buy on the Dip

According to this newsflow, the hikes, reportedly between 8% and 10%, could adversely impact various product categories. The news outlet notes that the nodes in question are below 5 nm and are employed in high-tech devices, primarily smartphones and GPUs. According to these sources (including GuruFocus), the price revision, which may take effect in 2026, will impact multiple chips from Apple’s portfolio.

Industry insiders suggest that the upcoming iPhone 18 series will be more expensive, as this development is expected to increase the cost of the A20 chip. One of the reports from GuruFocus highlighted that suppliers forecast that as soon as mass production starts, the cost of the chip could reach as high as $280, positioning it as Apple’s most valuable component. Thus, the tech giant could share this cost escalation burden with its customers.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), founded in 1987, is a global foundry for integrated circuits and other semiconductor devices. The core offerings of this Taiwanese company include wafer fabrication processes, mask manufacturing, and engineering support services, among others.

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