[6-K] TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Current Report (Foreign Issuer)

Rhea-AI Filing Summary

Taiwan Semiconductor Manufacturing Company reported strong January 2026 results. Consolidated net revenue was approximately NT$401.26 billion, up 19.8% from December 2025 and 36.8% from January 2025, showing robust year-on-year and month-on-month growth.

The company also disclosed intra-group financing and support. TSMC China had an outstanding lending balance of NT$15,360,860 thousand to TSMC Nanjing, and TSMC Development had NT$1,884,000 thousand lent to TSMC Washington. TSMC provided guarantees to wholly owned subsidiaries including TSMC North America, TSMC Global and TSMC Arizona, with limits in the hundreds of billions of New Taiwan dollars.

In financial derivatives, TSMC and its affiliates mainly used forward and futures contracts, with TSMC’s non-hedging forwards carrying an outstanding notional amount of NT$241,054,483 thousand and a small negative mark-to-market balance, while still showing cumulative unrealized gains.

Insights

Semiconductor equity analyst

January revenue growth was very strong, while derivatives and intercompany funding look routine.

TSMC posted January 2026 net revenue of about NT$401.26 billion, up 19.8% versus December 2025 and 36.8% versus January 2025. That pace suggests healthy demand across core manufacturing lines at the start of the year.

The company also details lending and guarantees to wholly owned subsidiaries in China, the United States and globally, which is consistent with funding large overseas fabs. These amounts are large in absolute terms but are intra-group exposures rather than third-party credit risk.

Derivatives usage centers on foreign-exchange forwards and futures, with TSMC’s non-hedging forwards showing an outstanding notional of NT$241,054,483 thousand, a modest negative mark-to-market and cumulative unrealized gains. Positions appear to be primarily risk management tools rather than directional bets, based on the descriptive labels.

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 February 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: February 10, 2026

By

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

TSMC January 2026 Revenue Report

HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a consolidated basis, revenue for January 2026 was approximately NT$401.26 billion, an increase of 19.8 percent from December 2025 and an increase of 36.8 percent from January 2025.

TSMC January Revenue Report (Consolidated):

(Unit:NT$ million)

Period

January 2026

December 2025

M-o-M Increase (Decrease) %

January 2025

Y-o-Y Increase (Decrease) %

Net Revenue

401,255

335,003

19.8

293,288

36.8

TSMC Spokesperson:

TSMC Deputy Spokesperson:

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 January 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
Jan.			Net Revenue			401,255,128			293,288,038

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*			120,168,410			15,360,860			15,360,860
TSMC Development**			33,770,700			1,884,000			1,884,000

* 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*			1,999,322,789			2,612,898			2,612,898
TSMC**						204,100,000			204,100,000
TSMC***						470,715,378			343,154,728

* 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			241,054,483
			Mark to Market of Outstanding Contracts			(226,612)
			Cumulative Unrealized Profit/Loss			2,788,584
Expired Contracts			Cumulative Notional Amount			140,068,715
			Cumulative Realized Profit/Loss			(2,984,725)
Equity price linked product (Y/N)						N

‧TSMC China

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			315,890
			Mark to Market of Outstanding Contracts			198
			Cumulative Unrealized Profit/Loss			(16,456)
Expired Contracts			Cumulative Notional Amount			2,306,953
			Cumulative Realized Profit/Loss			22,279
Equity price linked product (Y/N)						N

‧TSMC Nanjing

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			1,231,971
			Mark to Market of Outstanding Contracts			866
			Cumulative Unrealized Profit/Loss			(23,527)
Expired Contracts			Cumulative Notional Amount			3,392,628
			Cumulative Realized Profit/Loss			33,305
Equity price linked product (Y/N)						N

‧Japan Advanced Semiconductor Mfg., Inc.

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			163,175
			Mark to Market of Outstanding Contracts			(5,284)
			Cumulative Unrealized Profit/Loss			(9,365)
Expired Contracts			Cumulative Notional Amount			2,585,596
			Cumulative Realized Profit/Loss			23,485
Equity price linked product (Y/N)						N

(2)Derivatives applying hedge accounting.

‧TSMC Global

						Future
Margin Payment						(6,751)
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			668,820
			Mark to Market of Outstanding Contracts			1,101
			Cumulative Unrealized Profit/Loss			1,926
Expired Contracts			Cumulative Notional Amount			1,136,680
			Cumulative Realized Profit/Loss			2,739
Equity price linked product (Y/N)						N