TSMC Oct revenue NT$367.47B, +11.0% M/M and +16.9% Y/Y

TSMC reported October 2025 consolidated net revenue of NT$367.47 billion, up 11.0% from September and 16.9% year over year.

Rhea-AI Filing Summary

TSMC reported October 2025 consolidated net revenue of NT$367.47 billion, up 11.0% from September and 16.9% year over year. Revenue for January through October 2025 totaled NT$3,130.44 billion, an increase of 33.8% compared to the same period in 2024.

The company also disclosed October balances for treasury items. Funds lent to subsidiaries stood at NT$14,697,860 thousand for TSMC China and NT$1,844,100 thousand for TSMC Development. Outstanding guarantees included NT$2,557,561 thousand for TSMC North America, NT$199,777,500 thousand for TSMC Global, and NT$335,986,920 thousand for TSMC Arizona. Derivatives not applying hedge accounting at TSMC showed an outstanding notional amount of NT$278,939,243 thousand with mark-to-market of (NT$2,287,163 thousand).

Insights

Semiconductor equity analyst

Monthly revenue rose, with strong year-to-date momentum; neutral impact.

TSMC posted October revenue of NT$367.47 billion, up 11.0% month over month and 16.9% year over year. Year-to-date revenue reached NT$3,130.44 billion, up 33.8% versus 2024. These figures indicate robust demand in the period covered.

The filing also lists intra-group lending and guarantees, plus derivatives exposures. Notably, TSMC’s non-hedge forwards show an outstanding notional of NT$278,939,243 thousand with mark-to-market of (NT$2,287,163 thousand). These are standard corporate treasury items and do not, by themselves, signal a directional change.

Actual impact depends on sustained order flow and subsequent monthly disclosures. Subsequent filings may provide additional color on mix and utilization.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What was TSM (TSMC) revenue for October 2025?

October 2025 consolidated net revenue was NT$367.47 billion.

How did TSMC's October 2025 revenue change versus September and last year?

Revenue rose 11.0% month over month and 16.9% year over year.

What is TSMC’s year-to-date revenue through October 2025?

Year-to-date revenue (January–October 2025) totaled NT$3,130.44 billion, up 33.8% from 2024.

Did TSMC disclose funds lent to subsidiaries in October 2025?

Yes. TSMC China had NT$14,697,860 thousand outstanding; TSMC Development had NT$1,844,100 thousand.

What guarantees did TSMC have outstanding in October 2025?

Outstanding guarantees included NT$2,557,561 thousand (TSMC North America), NT$199,777,500 thousand (TSMC Global), and NT$335,986,920 thousand (TSMC Arizona).

What were TSMC’s notable derivatives balances in October 2025?

TSMC’s non-hedge forwards had an outstanding notional of NT$278,939,243 thousand with mark-to-market of (NT$2,287,163 thousand).

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

Form 6-K: How Foreign Companies Report to the SEC →

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Accepted by SEC EDGAR 11/10/2025 - 06:05 AM EST Learn about SEC filing dates

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 November 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: November 10, 2025

By

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

TSMC October 2025 Revenue Report

HSINCHU, Taiwan, R.O.C. – Nov. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2025: On a consolidated basis, revenue for October 2025 was approximately NT$367.47 billion, an increase of 11.0 percent from September 2025 and an increase of 16.9 percent from October 2024. Revenue for January through October 2025 totaled NT$3,130.44 billion, an increase of 33.8 percent compared to the same period in 2024.

			TSMC October Revenue Report (Consolidated):
																								(Unit:NT$ million)
			Period			October 2025			September 2025			M-o-M Increase (Decrease) %			October 2024			Y-o-Y Increase (Decrease) %			January to October 2025			January to October 2024			Y-o-Y Increase (Decrease) %
			Net Revenue			367,473			330,980			11.0			314,240			16.9			3,130,437			2,340,086			33.8

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 October 2025 (“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			2025			2024
Oct.			Net Revenue			367,473,051			314,239,713
Jan. ~ Oct.			Net Revenue			3,130,436,902			2,340,086,234

2. Funds lent to other parties (in NT$ thousands)

Lending Company			Limit of lending			Amount approved by the Board of Directors			Outstanding amount
TSMC China*			111,869,939			28,528,610			14,697,860
TSMC Development**			33,040,494			1,844,100			1,844,100

* The borrower is TSMC Nanjing, a wholly-owned subsidiary of TSMC.

** 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*			1,832,429,590			2,557,561			2,557,561
TSMC**						199,777,500			199,777,500
TSMC***						460,846,047			335,986,920

* 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			278,939,243
			Mark to Market of Outstanding Contracts			(2,287,163)
			Cumulative Unrealized Profit/Loss			(1,861,228)
Expired Contracts			Cumulative Notional Amount			1,076,882,902
			Cumulative Realized Profit/Loss			1,064,591
Equity price linked product (Y/N)						N

‧TSMC China

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			1,833,131
			Mark to Market of Outstanding Contracts			1,421
			Cumulative Unrealized Profit/Loss			1,481
Expired Contracts			Cumulative Notional Amount			11,868,875
			Cumulative Realized Profit/Loss			(15,047)
Equity price linked product (Y/N)						N

‧TSMC Nanjing

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			6,111,085
			Mark to Market of Outstanding Contracts			4,434
			Cumulative Unrealized Profit/Loss			4,873
Expired Contracts			Cumulative Notional Amount			35,435,161
			Cumulative Realized Profit/Loss			(35,391)
Equity price linked product (Y/N)						N

‧Japan Advanced Semiconductor Mfg., Inc.

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			3,181,918
			Mark to Market of Outstanding Contracts			66,179
			Cumulative Unrealized Profit/Loss			(126,859)
Expired Contracts			Cumulative Notional Amount			94,321,920
			Cumulative Realized Profit/Loss			(238,053)
Equity price linked product (Y/N)						N

(2)Derivatives applying hedge accounting.

‧TSMC Global

						Future
Margin Payment						(9,682)
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			651,582
			Mark to Market of Outstanding Contracts			(1,521)
			Cumulative Unrealized Profit/Loss			(12,759)
Expired Contracts			Cumulative Notional Amount			10,941,660
			Cumulative Realized Profit/Loss			(32,588)
Equity price linked product (Y/N)						N