TSMC Reports October Revenue of NT$586.89 Billion

Key Takeaways

• TSMC’s October revenue reached NT$586.89 billion, up 59.7% year over year and 14.7% month over month; the articles give dollar equivalents of $17.88 billion and $17.85 billion.
• Celestica lifted its sales outlook after third-quarter revenue grew 83%, but lowered its 2026 free cash flow forecast from $600 million to $460 million.
• Netskope posted 27% annual recurring revenue growth and 29% revenue growth in the third quarter of 2026, citing demand for security as AI-agent traffic expands.
• VerticalScope’s AI shopping recommendations increased affiliate commerce revenue 29%; it also signed two AI-content licensing agreements covering some of its more than 2 billion forum posts.
• Google agreed to exclude sensitive employee records from its $10 million Spirit Airlines data purchase; the records include medical and disability history, payroll, disciplinary and safety-program information.
• UK Sovereign AI and the British Business Bank are backing Fractile, a UK company developing advanced AI chips; the article gives no further details.
• University of Kentucky granted David Durman an exemption from workplace AI use after reviewing his job duties and concerns about human thinking, data-center impacts and creative rights.
• House House’s use of AI tools in Big Walk has sparked debate about disclosure, trust and fairness in indie game development.
• Genians reported nine-month revenue of KRW 38,702 million, operating income of KRW 8,089 million and net income of KRW 7,707 million.
• HURRA PRIME announced AI and technology services for businesses, including AI strategy, automation, agents, copilots, analytics and CRM integrations.

TSMC October revenue climbs nearly 60% on AI chip demand

Taiwan Semiconductor Manufacturing Co. reported October revenue of 586.89 billion New Taiwan dollars, or $17.88 billion. Revenue rose 59.7% from a year earlier and 14.7% from September, as demand for advanced chips remained strong. TSMC shares gained 2.24% in Taiwan and its U.S.-listed shares rose 0.63% to $391.05 in premarket trading. The company’s third-quarter results included a 66.4% gross margin, a 58.7% operating margin and a 51.1% net profit margin.

TSMC sales jump 59.7% in October as AI chip demand grows

Taiwan Semiconductor Manufacturing, also known as TSMC, reported October sales of 586.89 billion New Taiwan dollars, or $17.85 billion. Sales rose 59.7% from a year earlier and increased 14.7% from September. The company said it continues to benefit from strong production of AI chips. TSMC shares rose after the report.

Big Walk AI bug fix sparks debate over disclosure in indie games

House House, the developer of the co-operative puzzle exploration game Big Walk, has faced criticism for not disclosing its use of AI-powered tools. The controversy has been building for months and has led to debate in the indie game community. Some developers say using AI is unfair, while others see it as a useful way to create engaging games. The lack of disclosure to players has prompted concerns about trust and transparency. The article says the effect on the industry and future use of AI remains unclear.

Celestica’s AI growth comes with cash flow and portfolio risks

Celestica reported an 83% rise in third-quarter revenue, reflecting stronger demand and a larger manufacturing workload. The company raised its sales outlook but cut its 2026 free cash flow forecast from US$600 million to US$460 million, citing investment in working capital to support faster growth. Its shares recently closed at $330.24 after falling about 9.2% that day. The article suggests limiting an investment to a small part of a diversified retirement portfolio and keeping near-term retirement withdrawals in cash or suitable guaranteed investments.

Google agrees to exclude sensitive Spirit Airlines worker records from AI data deal

Unions led by the Association of Flight Attendants-CWA withdrew their objections on Nov. 9 after Google agreed to exclude sensitive employee records from its $10 million Spirit Airlines data purchase. The excluded records include medical and disability history, drug and alcohol testing, payroll, disciplinary and safety program records, and identification documents. The data includes about 1.9 billion internal emails and 664 million Microsoft Teams items, according to a court filing described by Skift. Personal information about roughly 97 million Spirit customers had already been excluded. Judge Sean Lane is scheduled to consider approving the sale on Nov. 17 in White Plains, New York.

University of Kentucky Grants Employee Exemption From Workplace AI

David Durman, a research administrator at the University of Kentucky, received an exemption from using artificial intelligence at work because he says it conflicts with his humanist beliefs. He cited concerns about AI’s effects on human thinking, the environmental impact of data centers, and the use of creative work to train AI models without artists’ permission. The university said it reviews requests individually and found Durman could do his job without AI, though it may review accommodations as technology and duties change. The American Humanist Association said it has seen more exemption requests from workers concerned about workplace AI.

HURRA PRIME Offers AI and Technology Services for Businesses

HURRA PRIME LLC announced its technology services on November 11, 2026, from Sanford, Florida. The company helps organizations plan and use AI, with services that include AI strategy, automation, AI agents, copilots, custom applications, and private knowledge systems. It also offers data analytics, digital platforms, CRM integrations, lead qualification, and sales and marketing automation. HURRA PRIME says it serves businesses in fields including healthcare, real estate, finance, education, and logistics.

UK Sovereign AI and British Business Bank Back Fractile

The UK Government’s Sovereign AI and the British Business Bank are backing Fractile, a frontier AI hardware firm based in Bristol and London. The company is developing advanced chips. The article provides no further details about the backing or the project.

VerticalScope Turns Forum Discussions Into AI Shopping Revenue

VerticalScope said AI-powered shopping recommendations helped raise affiliate commerce revenue by 29% across its network of more than 1,200 enthusiast forums. The recommendations use members’ discussions about products they own, and VerticalScope earns commissions on qualifying purchases. Monthly active users fell to 76.8 million in the third quarter from 83 million a year earlier as search traffic declined. In October, the Toronto-based company signed two agreements with unnamed AI labs to license some of its more than 2 billion posts for model training and to receive payment when its content contributes to AI answers. Revenue from these agreements is expected to begin in the fourth quarter, with one agreement already starting in November for some communities.

Netskope Sees Rising Demand for Security as AI Agents Expand

Baron SMID Cap ETF said Netskope, Inc. (NASDAQ: NTSK) benefited in the third quarter of 2026 as companies updated network and security systems for agentic AI traffic. The ETF said AI agents increase machine-to-machine transactions, widen security risks, and lower the cost of attacks. Netskope runs a private cloud network across more than 120 data centers that inspects traffic in real time. The investor letter reported 27% year-over-year growth in annual recurring revenue and 29% growth in revenue, along with an 11 percentage point improvement in operating margin. It said the company raised its full-year guidance and pointed to early traction in AI security.

Genians reports higher nine month revenue and profits

Genians reported revenue of KRW 38,702 million and operating income of KRW 8,089 million for the first nine months, both higher than in the same period a year earlier. Net income reached KRW 7,707 million. The company is focusing on an integrated AI security platform, subscriptions, managed services and global expansion to support growth.

Sources

• TSMC October Sales Surge Nearly 60% as AI Chip Demand Fuels Growth
• Taiwan Semiconductor Sales Jump 60% In October As AI Boom Continues
• Big Walk used AI to fix a bug. Now the indie gaming world is having a reckoning.
• Celestica Stock: Is AI Growth Worth the Risk in a Retirement Portfolio?
• Google's $10 million purchase of Spirit Airlines' internal data for AI training clears a union privacy hurdle
• University of Kentucky employee receives religious exemption from using AI
• HURRA PRIME LLC Announces Its AI-Powered Technology Solutions for Modern Business Operations
• Sovereign AI, British Business Bank Back UK AI Hardware Firm
• VerticalScope Turns 2 Billion Forum Posts Into AI Shopping Revenue
• Netskope (NTSK) Gains Momentum as AI Agent Proliferation Multiplies Enterprise Security Demands
• Genians: 9M profits surged as integrated AI security and service expansion gained momentum