TSMC (NYSE: TSM) revenue surges 44.7% in July 2026, 37% YTD gain
Rhea-AI Filing Summary
Taiwan Semiconductor Manufacturing Company Limited reports strong July 2026 operating performance. Consolidated net revenue for July 2026 was approximately NT$467.58 billion, up 5.6% from June 2026 and 44.7% higher than July 2025. Net revenue for January through July 2026 totaled NT$2,872.06 billion, a 37.0% increase compared with the same period in 2025, indicating substantial year‑to‑date growth.
The company also discloses intra‑group funding and guarantees. TSMC Development has an outstanding lending balance of NT$2,922,120 thousand to TSMC Washington within a larger board‑approved limit. TSMC provides guarantees to wholly owned subsidiaries, including up to NT$496,466,098 thousand for TSMC Arizona, of which NT$355,994,349 thousand is outstanding.
TSMC and its subsidiaries report active financial derivative transactions mainly through forward contracts. At the parent level, outstanding notional forward contracts total NT$230,720,646 thousand, with a mark‑to‑market position of NT$(2,645,507) thousand and cumulative realized losses of NT$(7,199,196) thousand on expired contracts. Certain derivatives at TSMC Global apply hedge accounting, with an outstanding notional amount of NT$788,972 thousand and positive cumulative unrealized gains.
Positive
- July 2026 revenue growth 44.7% year-on-year to approximately NT$467.58 billion demonstrates very strong demand compared with July 2025.
- Year-to-date 2026 revenue up 37.0% to NT$2,872.06 billion versus the same period in 2025, indicating robust sustained growth momentum.
Negative
- None.
Key Figures
July 2026 Net Revenue: NT$467.58 billion
July 2026 MoM Revenue Growth: 5.6%
July 2026 YoY Revenue Growth: 44.7%
+5 more
8 metrics
July 2026 Net Revenue
NT$467.58 billion
Consolidated net revenue for July 2026
July 2026 MoM Revenue Growth
5.6%
Increase in July 2026 revenue versus June 2026
July 2026 YoY Revenue Growth
44.7%
Increase in July 2026 revenue versus July 2025
Jan–Jul 2026 Net Revenue
NT$2,872.06 billion
Cumulative net revenue for January through July 2026
Jan–Jul 2026 YoY Revenue Growth
37.0%
Increase versus January–July 2025
TSMC Development Outstanding Lending
NT$2,922,120 thousand
Outstanding lending balance to TSMC Washington
TSMC Arizona Guarantee Outstanding
NT$355,994,349 thousand
Outstanding guarantee provided by TSMC to TSMC Arizona
TSMC Forwards Notional Outstanding
NT$230,720,646 thousand
Outstanding notional amount of forward contracts at TSMC
Key Terms
financial derivative transactions, Outstanding Notional Amount, Mark to Market of Outstanding Contracts, Cumulative Unrealized Profit/Loss, +2 more
6 terms
financial derivative transactions financial
"This is to report the changes or status of...4) financial derivative transactions for July 2026"
Outstanding Notional Amount financial
"Existing Contracts | Outstanding Notional Amount | 230,720,646"
Mark to Market of Outstanding Contracts financial
"Mark to Market of Outstanding Contracts | (2,645,507)"
Cumulative Unrealized Profit/Loss financial
"Cumulative Unrealized Profit/Loss | 369,689"
Cumulative Realized Profit/Loss financial
"Cumulative Realized Profit/Loss | (7,199,196)"
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 (TSMC) generate in July 2026?
TSMC reported July 2026 consolidated net revenue of approximately NT$467.58 billion. This represents 5.6% growth month-on-month versus June 2026 and 44.7% growth year-on-year compared with July 2025.
What is TSM (TSMC) year-to-date 2026 revenue and growth?
For January through July 2026, TSMC’s net revenue totaled NT$2,872.06 billion. This is a 37.0% increase compared with net revenue of NT$2,096.21 billion for the same January–July period in 2025.
How did TSM (TSMC) revenue in July 2026 compare to June 2026?
TSMC’s July 2026 net revenue increased 5.6% versus June 2026, rising from NT$442.68 billion in June to approximately NT$467.58 billion in July on a consolidated basis.
What funds has TSM (TSMC) lent to other parties as of July 2026?
Through TSMC Development, the company has an outstanding lending balance of NT$2,922,120 thousand to TSMC Washington. The board-approved lending limit for TSMC Development is NT$34,897,191 thousand.
What guarantees does TSM (TSMC) provide to its subsidiaries?
TSMC provides guarantees including NT$2,356,384,101 thousand limit to TSMC North America, NT$175,327,200 thousand to TSMC Global, and NT$496,466,098 thousand to TSMC Arizona, with NT$355,994,349 thousand outstanding for Arizona.
What derivative exposures does TSM (TSMC) report for July 2026?
TSMC reports outstanding forward contracts of NT$230,720,646 thousand notional with a mark-to-market loss of NT$2,645,507 thousand, and cumulative realized losses of NT$7,199,196 thousand on expired contracts at the parent level.
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 August 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: August 10, 2026 | By | /s/ Wendell Huang | ||||||||||||
| Wendell Huang | ||||||||||||||
| Senior Vice President and Chief Financial Officer | ||||||||||||||
TSMC July 2026 Revenue Report
HSINCHU, Taiwan, R.O.C. – August 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for July 2026: On a consolidated basis, revenue for July 2026 was approximately NT$467.58 billion, an increase of 5.6 percent from June 2026 and an increase of 44.7 percent from July 2025. Revenue for January through July 2026 totaled NT$2,872.06 billion, an increase of 37.0 percent compared to the same period in 2025.
TSMC July Revenue Report (Consolidated): | |||||||||||||||||||||||||||||
| (Unit:NT$ million) | |||||||||||||||||||||||||||||
| Period | July 2026 | June 2026 | M-o-M Increase (Decrease) % | July 2025 | Y-o-Y Increase (Decrease) % | January to July 2026 | January to July 2025 | Y-o-Y Increase (Decrease) % | |||||||||||||||||||||
Net Revenue | 467,580 | 442,680 | 5.6 | 323,166 | 44.7 | 2,872,064 | 2,096,211 | 37.0 | |||||||||||||||||||||
| 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 July 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 | ||||||||
Jul. | Net Revenue | 467,580,548 | 323,165,707 | ||||||||
Jan.~Jul. | Net Revenue | 2,872,064,238 | 2,096,211,240 | ||||||||
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* | 34,897,191 | 3,896,160 | 2,922,120 | ||||||||
* 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* | 2,356,384,101 | 2,701,769 | 2,701,769 | ||||||||
| TSMC** | 175,327,200 | 175,327,200 | |||||||||
| TSMC*** | 496,466,098 | 355,994,349 | |||||||||
* 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 | 230,720,646 | ||||||
Mark to Market of Outstanding Contracts | (2,645,507) | |||||||
Cumulative Unrealized Profit/Loss | 369,689 | |||||||
Expired Contracts | Cumulative Notional Amount | 1,081,436,907 | ||||||
Cumulative Realized Profit/Loss | (7,199,196) | |||||||
Equity price linked product (Y/N) | N | |||||||
‧TSMC China
| Forward | ||||||||
Margin Payment | - | |||||||
Premium Income (Expense) | - | |||||||
Existing Contracts | Outstanding Notional Amount | 993,705 | ||||||
Mark to Market of Outstanding Contracts | 4,661 | |||||||
Cumulative Unrealized Profit/Loss | (12,011) | |||||||
Expired Contracts | Cumulative Notional Amount | 9,881,038 | ||||||
Cumulative Realized Profit/Loss | 26,990 | |||||||
Equity price linked product (Y/N) | N | |||||||
‧TSMC Nanjing
| Forward | ||||||||
Margin Payment | - | |||||||
Premium Income (Expense) | - | |||||||
Existing Contracts | Outstanding Notional Amount | 2,439,378 | ||||||
Mark to Market of Outstanding Contracts | 11,001 | |||||||
Cumulative Unrealized Profit/Loss | (13,076) | |||||||
Expired Contracts | Cumulative Notional Amount | 24,589,245 | ||||||
Cumulative Realized Profit/Loss | 38,698 | |||||||
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 | (8,799) | |||||||
Premium Income (Expense) | - | |||||||
Existing Contracts | Outstanding Notional Amount | 788,972 | ||||||
Mark to Market of Outstanding Contracts | 1,093 | |||||||
Cumulative Unrealized Profit/Loss | 1,940 | |||||||
Expired Contracts | Cumulative Notional Amount | 8,383,238 | ||||||
Cumulative Realized Profit/Loss | 17,164 | |||||||
Equity price linked product (Y/N) | N | |||||||