TSMC August revenue jumps 53.3% to NT$514.8B
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) reports strong August 2026 operating momentum, with consolidated net revenue of approximately NT$514.81 billion, up 10.1% from July 2026 and 53.3% from August 2025.
Rhea-AI Filing Summary
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) reports strong August 2026 operating momentum, with consolidated net revenue of approximately NT$514.81 billion, up 10.1% from July 2026 and 53.3% from August 2025. Revenue for January through August 2026 reached NT$3,386.87 billion, an increase of 39.3% year over year.
The company discloses intra‑group financing and support: TSMC Development had outstanding lending of NT$2.85 billion to TSMC Washington within approved limits, and TSMC provided guarantees to wholly owned subsidiaries in North America, Global, and Arizona, including a large guarantee to TSMC Arizona. TSMC and its subsidiaries also held foreign‑exchange derivative positions, with TSMC’s non‑hedge derivatives showing an outstanding notional of about NT$192.80 billion, a mark‑to‑market gain and cumulative realized loss, while TSMC Global used derivatives under hedge accounting.
Positive
- August 2026 revenue surged 53.3% year over year to approximately NT$514.81 billion, with month-on-month growth of 10.1%, indicating very strong demand versus August 2025.
- Year-to-date 2026 revenue rose 39.3% to NT$3,386.87 billion compared with the same period in 2025, reflecting sustained, broad-based growth rather than a one-off monthly spike.
Negative
- None.
Key Figures
August 2026 Net Revenue: NT$514.81 billion
August 2026 Month-on-Month Growth: 10.1%
August 2026 Year-on-Year Growth: 53.3%
+5 more
8 metrics
August 2026 Net Revenue
NT$514.81 billion
Consolidated net revenue for August 2026
August 2026 Month-on-Month Growth
10.1%
Increase versus July 2026 revenue
August 2026 Year-on-Year Growth
53.3%
Increase versus August 2025 revenue
Jan–Aug 2026 Net Revenue
NT$3,386.87 billion
Consolidated net revenue January through August 2026
Jan–Aug 2026 Year-on-Year Growth
39.3%
Increase versus January–August 2025 period
TSMC Development Lending Outstanding
NT$2,847,870 thousand
Funds lent to TSMC Washington as of August 2026
Guarantee to TSMC Arizona Outstanding
NT$346,948,663 thousand
Endorsements and guarantees as of August 2026
TSMC Non-Hedge Derivatives Notional
NT$192,798,341 thousand
Outstanding notional amount of non-hedging derivatives
Key Terms
financial derivative transactions, mark to market, Outstanding Notional Amount, hedge accounting
4 terms
financial derivative transactions financial
"4) financial derivative transactions for August 2026"
mark to market financial
"Mark to Market of Outstanding Contracts | 1,582,051"
Mark to market is an accounting practice that records the value of an asset or liability at its current market price instead of its original purchase cost. For investors, it means a company's reported earnings, balance sheet and capital ratios change as market prices move—like updating a price tag each day—so reported profits and risk can fluctuate quickly with market swings.
Outstanding Notional Amount financial
"Existing Contracts | Outstanding Notional Amount | 192,798,341"
hedge accounting financial
"Derivatives applying hedge accounting. ‧TSMC Global"
Hedge accounting is a way companies record the gains and losses from risk-management tools (like contracts that lock prices or rates) so those results line up with the items they protect. Think of it like matching the cost of an insurance policy to the value of the thing insured, which prevents artificial swings in reported profit. For investors, hedge accounting makes a company’s financial results clearer by showing the economic effect of risk management instead of noisy timing differences.
FAQ
How much revenue did TSM (Taiwan Semiconductor) report for August 2026?
TSMC reported consolidated net revenue of approximately NT$514.81 billion for August 2026, which represents a 10.1% increase from July 2026 and a 53.3% increase from August 2025.
What is TSM’s year-to-date 2026 revenue and growth versus 2025?
For January through August 2026, TSMC generated net revenue of NT$3,386.87 billion, an increase of 39.3% compared with the same period in 2025, when revenue was NT$2,431.98 billion.
What intra-group lending did TSM disclose for August 2026?
TSMC Development had an outstanding lending balance of NT$2,847,870 thousand to TSMC Washington, a wholly owned subsidiary, within a lending limit of NT$34,352,432 thousand and board-approved amount of NT$3,797,160 thousand.
What guarantees does TSM provide to its subsidiaries as of August 2026?
TSMC reported guarantees including NT$2,633,118 thousand to TSMC North America, NT$170,872,200 thousand to TSMC Global, and NT$346,948,663 thousand to TSMC Arizona, all of which are wholly owned subsidiaries.
What are TSM’s major non-hedging derivative positions?
TSMC’s non-hedging derivatives show an outstanding notional amount of NT$192,798,341 thousand, a mark-to-market gain of NT$1,582,051 thousand, cumulative unrealized profit of NT$4,597,248 thousand, and cumulative realized loss of NT$7,563,234 thousand.
Does TSM use derivatives designated as hedges?
Yes. TSMC Global uses derivatives applying hedge accounting, with an outstanding notional amount of NT$253,144 thousand, a mark-to-market gain of NT$1,467 thousand, cumulative unrealized profit of NT$2,347 thousand, and cumulative realized profit of NT$22,175 thousand.
AI-generated analysis. How Rhea-AI works. Not financial advice.
1934 Act Registration No. 1-14700
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 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 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: September 10, 2026 | By | /s/ Wendell Huang | ||||||||||||
| Wendell Huang | ||||||||||||||
| Senior Vice President and Chief Financial Officer | ||||||||||||||
TSMC August 2026 Revenue Report
HSINCHU, Taiwan, R.O.C. – September 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for August 2026: On a consolidated basis, revenue for August 2026 was approximately NT$514.81 billion, an increase of 10.1 percent from July 2026 and an increase of 53.3 percent from August 2025. Revenue for January through August 2026 totaled NT$3,386.87 billion, an increase of 39.3 percent compared to the same period in 2025.
TSMC August Revenue Report (Consolidated): | |||||||||||||||||||||||||||||
| (Unit:NT$ million) | |||||||||||||||||||||||||||||
| Period | August 2026 | July 2026 | M-o-M Increase (Decrease) % | August 2025 | Y-o-Y Increase (Decrease) % | January to August 2026 | January to August 2025 | Y-o-Y Increase (Decrease) % | |||||||||||||||||||||
Net Revenue | 514,806 | 467,580 | 10.1 | 335,772 | 53.3 | 3,386,870 | 2,431,983 | 39.3 | |||||||||||||||||||||
| TSMC Spokesperson: | TSMC Media Contacts | ||||||||||||||||
| Wendell Huang Senior Vice President and CFO | Nina Kao Head of Public Relations Tel: 886-3-563-6688 ext.7125036 Mobile: 886-988-239-163 E-Mail: press@tsmc.com | Ulric Kelly Public Relations Tel: 886-3-563-6688 ext.7126541 Mobile: 886-978-111-503 E-Mail: press@tsmc.com | |||||||||||||||
Taiwan Semiconductor Manufacturing Company Limited
This is to report the changes or status of 1) revenue, 2) funds lent to other parties, 3) endorsements and guarantees, and 4) financial derivative transactions for August 2026 (“Current Month”).
Note: “Outstanding” herein means the outstanding balance at the end of Current Month; and “Cumulative” herein represents the accumulated amounts from the beginning of this year till the end of Current Month.
1. Revenue (in NT$ thousands)
| Period | Items | 2026 | 2025 | ||||||||
Aug. | Net Revenue | 514,805,337 | 335,771,691 | ||||||||
Jan.~Aug. | Net Revenue | 3,386,869,575 | 2,431,982,931 | ||||||||
2. Funds lent to other parties (in NT$ thousands)
| Lending Company | Limit of lending | Amount approved by the Board of Directors | Outstanding amount | ||||||||
TSMC Development* | 34,352,432 | 3,797,160 | 2,847,870 | ||||||||
* The borrower is TSMC Washington, a wholly-owned subsidiary of TSMC.
3. Endorsements and guarantees (in NT$ thousands)
| Guarantor | Limit of guarantee | Amount approved by the Board of Directors | Outstanding amount | ||||||||
| TSMC* | 2,573,007,334 | 2,633,118 | 2,633,118 | ||||||||
| TSMC** | 170,872,200 | 170,872,200 | |||||||||
| TSMC*** | 483,851,076 | 346,948,663 | |||||||||
* The guarantee was provided to TSMC North America, a wholly-owned subsidiary of TSMC.
** The guarantee was provided to TSMC Global, a wholly-owned subsidiary of TSMC.
*** The guarantee was provided to TSMC Arizona, a wholly-owned subsidiary of TSMC.
4. Financial derivative transactions (in NT$ thousands)
(1)Derivatives not applying hedge accounting.
‧TSMC
| Forward | ||||||||
Margin Payment | - | |||||||
Premium Income (Expense) | - | |||||||
Existing Contracts | Outstanding Notional Amount | 192,798,341 | ||||||
Mark to Market of Outstanding Contracts | 1,582,051 | |||||||
Cumulative Unrealized Profit/Loss | 4,597,248 | |||||||
Expired Contracts | Cumulative Notional Amount | 1,251,988,723 | ||||||
Cumulative Realized Profit/Loss | (7,563,234) | |||||||
Equity price linked product (Y/N) | N | |||||||
‧TSMC China
| Forward | ||||||||
Margin Payment | - | |||||||
Premium Income (Expense) | - | |||||||
Existing Contracts | Outstanding Notional Amount | 893,620 | ||||||
Mark to Market of Outstanding Contracts | 5 | |||||||
Cumulative Unrealized Profit/Loss | (16,567) | |||||||
Expired Contracts | Cumulative Notional Amount | 10,874,743 | ||||||
Cumulative Realized Profit/Loss | 33,478 | |||||||
Equity price linked product (Y/N) | N | |||||||
‧TSMC Nanjing
| Forward | ||||||||
Margin Payment | - | |||||||
Premium Income (Expense) | - | |||||||
Existing Contracts | Outstanding Notional Amount | 2,265,965 | ||||||
Mark to Market of Outstanding Contracts | (26) | |||||||
Cumulative Unrealized Profit/Loss | (23,851) | |||||||
Expired Contracts | Cumulative Notional Amount | 27,028,623 | ||||||
Cumulative Realized Profit/Loss | 54,191 | |||||||
Equity price linked product (Y/N) | N | |||||||
‧Japan Advanced Semiconductor Mfg., Inc.
| Forward | ||||||||
Margin Payment | - | |||||||
Premium Income (Expense) | - | |||||||
Existing Contracts | Outstanding Notional Amount | - | ||||||
Mark to Market of Outstanding Contracts | - | |||||||
Cumulative Unrealized Profit/Loss | (4,241) | |||||||
Expired Contracts | Cumulative Notional Amount | 2,767,287 | ||||||
Cumulative Realized Profit/Loss | 20,888 | |||||||
Equity price linked product (Y/N) | N | |||||||
(2)Derivatives applying hedge accounting.
‧TSMC Global
| Future | ||||||||
Margin Payment | (16,201) | |||||||
Premium Income (Expense) | - | |||||||
Existing Contracts | Outstanding Notional Amount | 253,144 | ||||||
Mark to Market of Outstanding Contracts | 1,467 | |||||||
Cumulative Unrealized Profit/Loss | 2,347 | |||||||
Expired Contracts | Cumulative Notional Amount | 9,818,823 | ||||||
Cumulative Realized Profit/Loss | 22,175 | |||||||
Equity price linked product (Y/N) | N | |||||||