TSMC September 2026 revenue rises 54.6% year over year

Q: What was TSM revenue in September 2026?

TSMC reported consolidated revenue of approximately NT$511.86 billion for September 2026, down 0.6% from August 2026 and up 54.6% from September 2025.

Revenue was 54.6% above the year-earlier month, while the January–September total was 41.1% higher year over year.

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

6-K

Rhea-AI Filing Summary

Taiwan Semiconductor Manufacturing Company Limited reported consolidated revenue of approximately NT$511.86 billion for September 2026, a 0.6% decrease from August and a 54.6% increase from September 2025. Revenue for January through September 2026 totaled T$3,898.73 billion, up 41.1% from the same period in 2025.

The September status report also lists NT$3.8256 billion outstanding in funds lent by TSMC Development to TSMC Washington, a wholly owned subsidiary.

1 point · 0 major

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

How the balance works How Sentiment works

0 major · 0 points

How the balance works

Positive

Moderate pointRevenue increased 54.6% year over year in September and 41.1% for January–September.

Negative

None.

Filing Explained

September 2026's filing lists NT$359,431,483 thousand of outstanding guarantees for TSMC Arizona, alongside reported guarantees to two other wholly owned subsidiaries.

Form 6-K furnishes interim information published by a foreign private issuer in its home market; this filing provides September status data. Its table reports outstanding guarantees to three wholly owned subsidiaries, distinguishing reported balances from the separately listed guarantee limits.

Outstanding guarantees are NT$2,652,840 thousand for TSMC North America, NT$172,152,000 thousand for TSMC Global, and NT$359,431,483 thousand for TSMC Arizona.

For TSMC derivatives not applying hedge accounting, the filing reports outstanding notional of NT$242,564,986 thousand, a mark-to-market value of negative NT$1,599,198 thousand, and cumulative unrealized profit of NT$1,415,998 thousand.

Key Figures

Consolidated revenue: Approximately NT$511.86 billion Month-over-month revenue change: 0.6% decrease Year-over-year revenue change: 54.6% increase +2 more

5 metrics

Consolidated revenue Approximately NT$511.86 billion September 2026

Month-over-month revenue change 0.6% decrease September 2026 compared with August 2026

Year-over-year revenue change 54.6% increase September 2026 compared with September 2025

Revenue T$3,898.73 billion January through September 2026

Year-over-year revenue change 41.1% increase January through September 2026 compared with the same period in 2025

Key Terms

Outstanding Notional Amount, Mark to Market of Outstanding Contracts, Cumulative Unrealized Profit/Loss, hedge accounting

4 terms

Outstanding Notional Amount financial

"Existing Contracts — Outstanding Notional Amount"

Mark to Market of Outstanding Contracts financial

"Mark to Market of Outstanding Contracts"

Cumulative Unrealized Profit/Loss financial

"Cumulative Unrealized Profit/Loss"

hedge accounting financial

"Derivatives applying hedge accounting"

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

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

What was TSM revenue in September 2026?

TSMC reported consolidated revenue of approximately NT$511.86 billion for September 2026, down 0.6% from August 2026 and up 54.6% from September 2025.

How much revenue did TSM report for January through September 2026?

Revenue for January through September 2026 totaled T$3,898.73 billion, an increase of 41.1% compared with the same period in 2025.

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

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

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Available on EDGAR 10/08/2026 - 06:13 AM Accepted by SEC EDGAR 10/08/2026 - 06:12 AM

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 October 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: October 8, 2026

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

TSMC September 2026 Revenue Report

HSINCHU, Taiwan, R.O.C. – October 8, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for September 2026: On a consolidated basis, revenue for September 2026 was approximately NT$511.86 billion, a decrease of 0.6 percent from August 2026 and an increase of 54.6 percent from September 2025. Revenue for January through September 2026 totaled T$3,898.73 billion, an increase of 41.1 percent compared to the same period in 2025.


TSMC September Revenue Report (Consolidated):
							(Unit:NT$ million)

Period	September 2026	August 2026	M-o-M Increase (Decrease) %	September 2025	Y-o-Y Increase (Decrease) %	January to September 2026	January to September 2025	Y-o-Y Increase (Decrease) %
Net Revenue	511,857	514,806	(0.6)	330,980	54.6	3,898,727	2,762,964	41.1

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

Michael Kramer

Public Relations

Tel: 886-3-563-6688 ext. 7128629

Mobile: 886-988-931-352

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 September 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
Sep.	Net Revenue	511,857,399	330,980,920
Jan.~Sep.	Net Revenue	3,898,726,974	2,762,963,851

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*	34,609,725	3,825,600	3,825,600

* 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	2,652,840	2,652,840
TSMC**		172,152,000	172,152,000
TSMC***		487,475,027	359,431,483

* 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	242,564,986
	Mark to Market of Outstanding Contracts	(1,599,198)
	Cumulative Unrealized Profit/Loss	1,415,998
Expired Contracts	Cumulative Notional Amount	1,440,742,650
	Cumulative Realized Profit/Loss	(5,735,632)
Equity price linked product (Y/N)		N

‧TSMC China


		Forward
Margin Payment		-
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	2,823,530
	Mark to Market of Outstanding Contracts	1,099
	Cumulative Unrealized Profit/Loss	(15,491)
Expired Contracts	Cumulative Notional Amount	11,774,211
	Cumulative Realized Profit/Loss	32,317
Equity price linked product (Y/N)		N

‧TSMC Nanjing


		Forward
Margin Payment		-
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	6,348,090
	Mark to Market of Outstanding Contracts	3,899
	Cumulative Unrealized Profit/Loss	(19,978)
Expired Contracts	Cumulative Notional Amount	29,294,588
	Cumulative Realized Profit/Loss	51,170
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	2,894,447
	Cumulative Realized Profit/Loss	21,008
Equity price linked product (Y/N)		N

(2)Derivatives applying hedge accounting.

‧TSMC Global


		Future
Margin Payment		(17,510)
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	787,436
	Mark to Market of Outstanding Contracts	19,384
	Cumulative Unrealized Profit/Loss	20,294
Expired Contracts	Cumulative Notional Amount	10,357,812
	Cumulative Realized Profit/Loss	28,903
Equity price linked product (Y/N)		N

Source: View Original Filing on SEC EDGAR

TSMC September 2026 revenue rises 54.6% year over year

Rhea-AI Filing Summary

Positive

Negative

Filing Explained

Key Figures

Key Terms

FAQ

What was TSM revenue in September 2026?

How much revenue did TSM report for January through September 2026?

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