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TSMC posts NT$572.5B profit and big capex plan

Taiwan Semiconductor Manufacturing Company Limited (TSMC) reported strong first-quarter 2026 results and major investment plans.

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(Neutral)
Filing Sentiment
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Form Type
6-K

Rhea-AI Filing Summary

Taiwan Semiconductor Manufacturing Company Limited (TSMC) reported strong first-quarter 2026 results and major investment plans. First quarter consolidated revenue was NT$1,134.10 billion and net income was NT$572.48 billion, with diluted earnings per share of NT$22.08.

The Board approved a NT$7.0 per share cash dividend for the first quarter of 2026, with a record date of September 22, 2026 and payment on October 8, 2026. It also approved approximately US$31,284.30 million in capital appropriations mainly for advanced technology capacity and fab construction, plus a capital injection of not more than US$20 billion into wholly owned subsidiary TSMC Arizona.

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Insights

TSMC pairs strong Q1 profitability with very large long-term capacity investments.

TSMC reported Q1 2026 revenue of NT$1,134.10 billion and net income of NT$572.48 billion, implying healthy margins. Diluted EPS of NT$22.08 supports the Board’s decision to declare a cash dividend of NT$7.0 per share for the quarter.

The Board approved about US$31,284.30 million in capital appropriations for advanced technology capacity and new fabs, and a further capital injection of up to US$20 billion into TSMC Arizona. These moves signal continued expansion of cutting-edge manufacturing and overseas footprint, though they also commit substantial capital and depend on demand matching the company’s market forecasts and technology roadmap.

Balance sheet data as of March 31, 2026 show total assets of NT$8,660,949,685 and equity attributable to shareholders of NT$5,890,960,252, providing financial capacity to support these investments. Future company filings may detail execution progress at new fabs and any updates to capital spending plans.

Revenue NT$1,134.10 billion Consolidated revenue, Q1 2026
Net income NT$572.48 billion Net income, Q1 2026
Diluted EPS NT$22.08 per share Diluted earnings per share, Q1 2026
Cash dividend NT$7.0 per share Q1 2026 dividend, record date September 22, 2026
Capital appropriations US$31,284.30 million Approved for advanced capacity and fab construction
TSMC Arizona injection Up to US$20 billion Approved capital injection into wholly owned subsidiary
Total assets NT$8,660,949,685 Balance sheet as of March 31, 2026
Equity attributable to shareholders NT$5,890,960,252 Balance sheet as of March 31, 2026
cash dividend financial
"Approved the distribution of a NT$7.0 per share cash dividend for the first quarter of 2026"
A cash dividend is a payment made by a company to its shareholders directly in money, usually on a regular schedule. It is a way for investors to receive a portion of the company's profits, similar to earning interest or a bonus for holding the company's stock. Cash dividends provide income to shareholders and can indicate the company's financial health and stability.
record date financial
"set September 22, 2026 as the record date for common stock shareholders"
The record date is the specific day when a company determines which shareholders are eligible to receive a dividend or participate in an upcoming vote. It’s like a cutoff date; if you own the stock on that day, you get the benefits or voting rights. This date matters because it decides who qualifies for certain company benefits.
capital appropriations financial
"the Board approved capital appropriations of approximately US$31,284.30 million"
capital injection financial
"Approved the capital injection of not more than US$20 billion to TSMC Arizona"
A capital injection is new money put into a company by owners, investors or lenders to shore up its finances, fund operations or support growth. Think of it as giving a struggling boat extra ballast or putting fuel in a car — it keeps the company running and reduces the risk of failure. For investors, it matters because it can lower bankruptcy risk but may change ownership stakes or increase debt, affecting future returns.
American Depositary Shares (ADSs) financial
"the record date for entitlement to participate in this cash dividend distribution for TSMC American Depositary Shares (ADSs)"
A U.S.-listed certificate that stands for a specific number of shares in a non‑U.S. company held by a U.S. bank, making the foreign stock tradable on American exchanges in dollars. Think of it like a local voucher that represents ownership of an overseas product — it lets U.S. investors buy and sell foreign companies without handling foreign currency or foreign brokerage accounts, but it can affect dividends, voting rights, fees, liquidity and exposure to currency and regulatory differences.
Board of Directors regulatory
"The TSMC Board of Directors today held a meeting, which passed the following resolutions"
The Board of Directors is a group of people chosen by a company's owners to help make big decisions and oversee how the company is run. They act like a team of advisors or managers, making sure the company stays on track and meets its goals. Their choices can influence the company's success and how it grows.

FAQ

What were TSM (TSMC) Q1 2026 revenue and net income?
TSMC reported Q1 2026 consolidated revenue of NT$1,134.10 billion and net income of NT$572.48 billion. These figures reflect strong profitability for the period and underpin the company’s ability to fund large capital projects and maintain shareholder returns such as dividends.

What cash dividend did TSM (TSMC) declare for Q1 2026 and when is it paid?
TSMC approved a NT$7.0 per share cash dividend for Q1 2026. The record date for common stock is September 22, 2026, the ex-dividend date is September 16, and the dividend will be paid on October 8, 2026 to eligible shareholders.

How much capital spending did TSM (TSMC) approve for long-term capacity plans?
TSMC’s Board approved capital appropriations of approximately US$31,284.30 million. This spending is mainly for installing advanced technology capacity, constructing new fabs, and installing fab facility systems to support the company’s technology roadmap and anticipated market demand.

What did TSM (TSMC) decide regarding investment in TSMC Arizona?
The Board approved a capital injection of up to US$20 billion into TSMC Arizona, a wholly owned subsidiary. This funding supports expansion of manufacturing capacity in the United States, aligning with TSMC’s global operations strategy across Asia, Europe, and North America.

What are TSM (TSMC) key balance sheet figures as of March 31, 2026?
As of March 31, 2026, TSMC reported total assets of NT$8,660,949,685, total liabilities of NT$2,728,560,764, and equity attributable to shareholders of NT$5,890,960,252. These figures indicate substantial equity backing its aggressive capital spending and international expansion plans.

What promotions did TSM (TSMC) Board approve in this meeting?
TSMC’s Board approved several senior promotions, including Jonathan Lee to Senior Vice President, and Y.H. Wu, Y.C. Ku, and Span Lu to Vice President roles. These changes strengthen leadership in corporate planning, quality, R&D nano patterning, and intelligent manufacturing operations.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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1934 Act Registration No. 1-14700
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_____________________________
FORM 6-K
_____________________________
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of May 2026
(Commission File Number: 001-14700)
_____________________________
Taiwan Semiconductor Manufacturing Company Limited
(Translation of Registrant’s Name Into English)
_____________________________
No. 8, Li-Hsin Road 6
Hsinchu Science Park
Hsinchu 300-096, Taiwan
Republic of China
(Address of Principal Executive Offices)
_____________________________
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F  x            Form 40-F  o
Indicate by check mark if the registrant is submitting the Form 6-K in papers as permitted by Regulation S-T Rule 101(b)(1): o
Indicate by check mark if the registrant is submitting the Form 6-K in papers as permitted by Regulation S-T Rule 101(b)(7): o


SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.





Taiwan Semiconductor Manufacturing Company Limited
Date:   May 12, 2026By   /s/ Wendell Huang
  Wendell Huang
  Senior Vice President and Chief Financial Officer



image01a.jpg
TSMC Board of Directors Meeting Resolutions


HSINCHU, Taiwan, R.O.C., May 12, 2026 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a meeting, which passed the following resolutions:

1.Approved the 2026 first quarter Business Report and Financial Statements. First quarter consolidated revenue was NT$1,134.10 billion and net income was NT$572.48 billion, with diluted earnings per share of NT$22.08.

2.Approved the distribution of a NT$7.0 per share cash dividend for the first quarter of 2026, and set September 22, 2026 as the record date for common stock shareholders entitled to participate in this cash dividend distribution, and the ex-dividend date for the common shares shall be September 16, 2026. As required by Article 165 of Taiwan’s Company Law, the shareholders’ register shall be closed for five days prior to the record date (September 18 through September 22, 2026) for registration transfer, and the dividend will be paid on October 8, 2026. In addition, the ex-dividend date and the record date for entitlement to participate in this cash dividend distribution for TSMC American Depositary Shares (ADSs) will be September 16, 2026.

3.To meet long-term capacity plans based on market demand forecasts and TSMC’s technology development roadmap, the Board approved capital appropriations of approximately US$31,284.30 million for purposes mainly including: 1) Installation of advanced technology capacity; 2) Fab construction, and installation of fab facility systems.

4.Approved the capital injection of not more than US$20 billion to TSMC Arizona, a wholly-owned subsidiary of TSMC.

5.Approved the following personnel promotion:
(1) Promoted Vice President, Corporate Planning Mr. Jonathan Lee to Senior Vice President
(2) Promoted Senior Director, Quality & Reliability Mr. Y.H. Wu to Vice President
(3) Promoted Senior Director, Research and Development / Nano Patterning Technology Dr. Y.C. Ku to Vice President
(4) Promoted Senior Director, Operations / Intelligent Manufacturing Center Mr. Span Lu to Vice President
About TSMC
TSMC pioneered the pure-play foundry business model when it was founded in 1987 and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world.



TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534 customers in 2025 by providing the broadest range of advanced, specialty and advanced packaging technology services. The Company is headquartered in Hsinchu, Taiwan. For more information please visit https://www.tsmc.com.

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TSMC Spokesperson:Media Contacts:
Wendell Huang
Senior Vice President and CFO
Nina Kao
Head of Public Relations
Tel: 886-3-5636688 ext.7125036
Mobile: 886-988-239-163
E-Mail: press@tsmc.com
Baker Li
Public Relations
Tel: 886-3-5636688 ext.7125037
Mobile: 886-988-932-757
E-Mail: press@tsmc.com





Taiwan Semiconductor Manufacturing Company Limited
This is to report the major financials for the three months ended March 31, 2026 approved by the TSMC Board of Directors. All figures were prepared in accordance with TIFRS on a consolidated basis.
(In NT$ thousands, except for EPS)
Comprehensive Income Statements Items
(for the three months ended March 31, 2026)
Net sales1,134,103,440 
Gross profit751,295,421 
Income from operations658,966,142 
Income before tax687,799,687 
Net income572,801,304 
Net income attributable to shareholders of the parent572,479,752 
Basic EPS (NT$)22.08 
Balance Sheets Items
(as of March 31, 2026)
Total assets8,660,949,685 
Total liabilities2,728,560,764 
Equity attributable to shareholders of the parent5,890,960,252 


Source: View Original Filing on SEC EDGAR