[6-K] TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Current Report (Foreign Issuer)

Rhea-AI Filing Summary

Taiwan Semiconductor Manufacturing Company Limited reported corporate actions for August 2025 covering changes in shareholdings, pledges, asset transactions, capital appropriations, unsecured bonds, and share cancellations. There were no reported changes in board/executive shareholdings or pledges, no unsecured bonds issued, and no share cancellations. The company recorded a NT$13.5 billion fixed-income investment acquisition. The board approved material capital appropriations: US$7.8 billion for machinery for advanced technology capacity, US$2.0 billion for machinery for advanced packaging/mature/specialty capacity, and US$10.9 billion for real estate and capitalized leased assets.

Positive

• Board-approved capital appropriations totaling US$20.7 billion for technology, packaging, and real estate indicate planned capacity expansion
• NT$13.5 billion fixed-income investment acquisition shows active deployment of cash/liquid assets
• No reported share pledges, unsecured bond issues, or share cancellations — no immediate dilution or new leverage disclosed

Negative

• None.

Insights

Financial Analyst

TL;DR: Board-approved capital appropriations total ~US$20.7B, indicating significant investment in capacity expansion and property.

The board's approval of US$7.8B for advanced technology machinery, US$2.0B for packaging/mature/specialty machinery, and US$10.9B for real estate/leased assets represents a large, multi-year capital commitment. These appropriations are material relative to typical semiconductor capex cycles and signal continued capacity build-out. The NT$13.5B fixed-income acquisition is a modest liquidity deployment likely aimed at short-to-medium-term investment of cash balances. No share pledges, unsecured bond issues, or share cancellations were reported, so there are no immediate financing or capital-structure changes disclosed.

Corporate Governance Expert

TL;DR: Routine corporate disclosures show substantial capital approvals but no governance shifts or insider share changes.

The filing is a standard reporting of board decisions and transactions. The absence of changes in director/executive shareholdings or share pledges reduces governance-related investor concerns. Capital appropriation approvals are significant in size but were presented without timing, funding sources, or phased schedules in this filing, limiting clarity on near-term cash flows and authorization structure. No unsecured bonds or share cancellations were disclosed, so capital structure remains unchanged by this report.

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 September 2025

(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:   September 25, 2025

By

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

Taiwan Semiconductor Manufacturing Company Limited

("TSMC"; NYSE: TSM)

This is to report 1) the changes in the shareholdings of TSMC board of directors, executive officers and shareholders who own more than 10% of total outstanding common shares of TSMC; 2) the changes in the pledge of TSMC common shares by TSMC board of directors, executive officers and shareholders who own more than 10% of total outstanding common shares of TSMC; 3) the acquisition and disposition of assets by TSMC and its subsidiaries; 4) the capital appropriations approved by TSMC board of directors; 5) the unsecured bonds issued by TSMC and its subsidiaries and 6) the cancellation of TSMC common shares for the month of August 2025.

1.The changes in the shareholdings of TSMC board of directors, executive officers and shareholders who own more than 10% of total outstanding common shares of TSMC:

Title

Name

Number of shares held as of

Changes

7/31/2025

8/31/2025

Vice President

Jonathan Lee

459,872

460,225

353

Note: Shareholdings include shares held by the related parties.

2.The changes in the pledge of TSMC common shares by TSMC board of directors, executive officers and shareholders who own more than 10% of total outstanding common shares of TSMC: None.

3.The acquisition and disposition of assets by TSMC and its subsidiaries:

Fixed-income investment: NT$13.5 billion of acquisition.

4.The capital appropriations approved by TSMC board of directors:

(1) Machinery equipment for advanced technology capacity: US$7.8 billion.

(2) Machinery equipment for advanced packaging, mature and/or specialty technology capacity: US$2.0 billion.

(3) Real estate and capitalized leased assets: US$10.9 billion.

5.The unsecured bonds issued by TSMC and its subsidiaries: None.

6.The cancellation of TSMC common shares: None.

FAQ

What capital appropriations did TSM approve in this filing?

The board approved US$7.8 billion for advanced technology machinery, US$2.0 billion for advanced packaging/mature/specialty machinery, and US$10.9 billion for real estate and capitalized leased assets.

Did TSM report any changes in director or executive shareholdings?

No. The filing states there were no changes in the shareholdings of the board of directors or executive officers.

Were any unsecured bonds issued by TSM or its subsidiaries?

No. The filing explicitly reports none for unsecured bonds issued by TSMC and its subsidiaries.

Did TSM cancel any common shares in August 2025?

No. The filing indicates there were no cancellations of TSM common shares for the month.

What asset acquisition did TSM disclose?

TSMC disclosed a fixed-income investment acquisition of NT$13.5 billion.