TSMC (NYSE: TSM) February 2026 sales up 22.2% year over year

Rhea-AI Filing Summary

Taiwan Semiconductor Manufacturing Company Limited reported consolidated net revenue of NT$317.66 billion for February 2026, down 20.8% from January 2026 but up 22.2% from February 2025. Revenue for January through February 2026 reached NT$718.91 billion, a 29.9% increase over the same period in 2025, indicating strong year-to-date growth despite a sequential decline.

The company also disclosed intra-group financing, with lending limits and outstanding loans to wholly owned subsidiaries TSMC China and TSMC Development, and guarantees to TSMC North America, TSMC Global, and TSMC Arizona. TSMC and its subsidiaries reported foreign-exchange derivative positions, including TSMC’s outstanding notional amount of NT$290,988,753 thousand with a positive mark-to-market value and cumulative realized losses on expired contracts.

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 March 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: March 10, 2026

By

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

TSMC February 2026 Revenue Report

HSINCHU, Taiwan, R.O.C. – Mar. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for February 2026: On a consolidated basis, revenue for February 2026 was approximately NT$317.66 billion, a decrease of 20.8 percent from January 2026 and an increase of 22.2 percent from February 2025. Revenue for January through February 2026 totaled NT$718.91 billion, an increase of 29.9 percent compared to the same period in 2025.

			TSMC February Revenue Report (Consolidated):
																								(Unit:NT$ million)
			Period			February 2026			January 2026			M-o-M Increase (Decrease) %			February 2025			Y-o-Y Increase (Decrease) %			January to February 2026			January to February 2025			Y-o-Y Increase (Decrease) %
			Net Revenue			317,657			401,255			(20.8)			260,009			22.2			718,912			553,297			29.9

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 February 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
Feb.			Net Revenue			317,656,613			260,008,796
Jan.~Feb.			Net Revenue			718,911,741			553,296,834

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*			124,600,090			10,960,080			10,960,080
TSMC Development**			33,676,992			1,875,600			1,875,600

* 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*			2,167,838,398			2,601,248			2,601,248
TSMC**						203,190,000			203,190,000
TSMC***						468,616,647			341,624,738

* 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			290,988,753
			Mark to Market of Outstanding Contracts			1,802,728
			Cumulative Unrealized Profit/Loss			4,817,925
Expired Contracts			Cumulative Notional Amount			234,582,383
			Cumulative Realized Profit/Loss			(3,624,572)
Equity price linked product (Y/N)						N

‧TSMC China

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			943,740
			Mark to Market of Outstanding Contracts			2,237
			Cumulative Unrealized Profit/Loss			(14,485)
Expired Contracts			Cumulative Notional Amount			2,622,843
			Cumulative Realized Profit/Loss			24,541
Equity price linked product (Y/N)						N

‧TSMC Nanjing

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			3,114,342
			Mark to Market of Outstanding Contracts			6,454
			Cumulative Unrealized Profit/Loss			(18,062)
Expired Contracts			Cumulative Notional Amount			4,624,599
			Cumulative Realized Profit/Loss			41,725
Equity price linked product (Y/N)						N

‧Japan Advanced Semiconductor Mfg., Inc.

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			18,516
			Mark to Market of Outstanding Contracts			222
			Cumulative Unrealized Profit/Loss			(4,029)
Expired Contracts			Cumulative Notional Amount			2,748,771
			Cumulative Realized Profit/Loss			20,928
Equity price linked product (Y/N)						N

(2)Derivatives applying hedge accounting.

‧TSMC Global

						Future
Margin Payment						(9,847)
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			456,396
			Mark to Market of Outstanding Contracts			(2,305)
			Cumulative Unrealized Profit/Loss			(1,505)
Expired Contracts			Cumulative Notional Amount			2,963,448
			Cumulative Realized Profit/Loss			(2,581)
Equity price linked product (Y/N)						N

FAQ

How much revenue did TSM (TSMC) generate in February 2026?

TSMC reported consolidated net revenue of NT$317.66 billion for February 2026. This was a 20.8% decrease from January 2026 but a 22.2% increase versus February 2025, reflecting strong year-over-year growth despite seasonal month-to-month softness.

What is TSM (TSMC) year-to-date revenue for January–February 2026?

For January through February 2026, TSMC’s consolidated net revenue totaled NT$718.91 billion. This represents a 29.9% increase compared with the same two-month period in 2025, showing robust early-year momentum in the company’s overall sales performance.

How did TSM (TSMC) February 2026 revenue compare month over month?

TSMC’s February 2026 revenue of NT$317.66 billion declined 20.8% compared with January 2026 revenue of NT$401.26 billion. The sequential drop reflects typical monthly variability, while year-over-year revenue still grew strongly compared with February 2025.

How did TSM (TSMC) February 2026 revenue compare year over year?

February 2026 revenue of NT$317.66 billion increased 22.2% from NT$260.01 billion in February 2025. This year-over-year growth highlights higher sales versus the prior year’s month, even though revenue declined compared with January 2026 levels.

What intra-group loans did TSM (TSMC) report for February 2026?

TSMC reported lending arrangements in NT$ thousands, including TSMC China with a lending limit of 124,600,090 and an outstanding amount of 10,960,080, and TSMC Development with a limit of 33,676,992 and an outstanding amount of 1,875,600, all to wholly owned subsidiaries.

What guarantees did TSM (TSMC) provide to its subsidiaries in February 2026?

TSMC reported guarantees in NT$ thousands, including a limit of 2,167,838,398 with an outstanding 2,601,248 for TSMC North America, 203,190,000 fully outstanding for TSMC Global, and a 468,616,647 limit with 341,624,738 outstanding for TSMC Arizona.

What derivative positions did TSM (TSMC) disclose for February 2026?

TSMC disclosed foreign-exchange derivatives not applying hedge accounting, including an outstanding notional amount of NT$290,988,753 thousand, mark-to-market value of NT$1,802,728 thousand, cumulative unrealized profit of NT$4,817,925 thousand, and cumulative realized loss of NT$3,624,572 thousand on expired contracts.