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  4. [6-K] TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Current Report (Foreign Issuer)

TSMC (NYSE: TSM) revenue soars in June 2026 with 36% first-half growth

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Taiwan Semiconductor Manufacturing Company Limited reports strong growth in June 2026 revenue and updates on intra-group financing, guarantees, and derivatives. On a consolidated basis, net revenue for June 2026 was NT$442.68 billion, up 6.2% from May 2026 and up 67.9% from June 2025. Net revenue for January through June 2026 totaled NT$2,404.48 billion, an increase of 35.6% compared with the same period in 2025.

TSMC Development had a lending limit of NT$34,306,041 thousand, with NT$2,872,620 thousand outstanding to TSMC Washington. TSMC provided guarantees to wholly owned subsidiaries including TSMC North America, TSMC Global, and TSMC Arizona, with individual guarantee limits up to NT$2,356,384,101 thousand. The company and its affiliates also reported foreign-exchange derivative positions, primarily forwards and futures, with disclosed notional amounts, mark-to-market values, and realized and unrealized profit or loss.

Positive

  • June 2026 net revenue surged to NT$442.68 billion, up 67.9% year-on-year and 6.2% month-on-month, while first-half 2026 revenue of NT$2,404.48 billion grew 35.6% versus the prior-year period.

Negative

  • None.

Filing Explained

The current-month update reports higher revenue while intra-group support and derivative positions remain outstanding.

Form 6-K is a foreign private issuer’s interim report for material information published in its home market, and this July 13, 2026 filing reports TSMC’s June 2026 revenue and related intra-group financial exposures. The filing reports intra-group support as outstanding: a loan to wholly owned TSMC Washington has an outstanding amount of NT$2,872,620 thousand, while guarantees to wholly owned TSMC North America, TSMC Global, and TSMC Arizona have outstanding amounts of NT$2,656,002 thousand, NT$172,357,200 thousand, and NT$349,217,010 thousand, respectively.

Consolidated revenue was approximately NT$442.68 billion in June 2026, up 6.2% from May and 67.9% from June 2025; revenue for January through June was NT$2,404.48 billion, up 35.6% year over year. The lending and guarantee tables separately identify limits, board-approved amounts, and outstanding amounts, so the filing distinguishes permitted or approved capacity from the balances currently reported as outstanding. TSMC’s existing non-hedge-accounting derivatives show an outstanding notional amount of NT$201,319,113 thousand and a mark-to-market amount of (NT$2,393,995 thousand).

June 2026 Net Revenue NT$442.68 billion Consolidated net revenue for June 2026, up 6.2% M-o-M and 67.9% Y-o-Y
H1 2026 Net Revenue NT$2,404.48 billion Net revenue for January through June 2026, up 35.6% vs January–June 2025
Funds Lent Outstanding NT$2,872,620 thousand Outstanding lending from TSMC Development to TSMC Washington
Guarantee Limit to TSMC North America NT$2,356,384,101 thousand Guarantee limit provided by TSMC to wholly owned subsidiary TSMC North America
Guarantee Outstanding to TSMC Arizona NT$349,217,010 thousand Outstanding guaranteed amount provided by TSMC to wholly owned subsidiary TSMC Arizona
TSMC Forwards Notional NT$201,319,113 thousand Outstanding notional amount of TSMC forward contracts not applying hedge accounting
TSMC Forwards MTM (NT$2,393,995 thousand) Mark-to-market of TSMC outstanding forward contracts not applying hedge accounting
TSMC Global Futures Notional NT$513,880 thousand Outstanding notional amount of TSMC Global futures applying hedge accounting
consolidated basis financial
"On a consolidated basis, revenue for June 2026 was approximately NT$442.68 billion"
endorsements and guarantees financial
"This is to report the changes or status of 1) revenue, 2) funds lent to other parties, 3) endorsements and guarantees"
financial derivative transactions financial
"This is to report the changes or status of ... 4) financial derivative transactions for June 2026"
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.
mark to market financial
"Mark to Market of Outstanding Contracts | (2,393,995)"
Mark to market is an accounting practice that records the value of an asset or liability at its current market price instead of its original purchase cost. For investors, it means a company's reported earnings, balance sheet and capital ratios change as market prices move—like updating a price tag each day—so reported profits and risk can fluctuate quickly with market swings.

FAQ

How much revenue did TSM (TSM) generate in June 2026?
TSMC reported NT$442.68 billion in consolidated net revenue for June 2026, representing 6.2% growth versus May 2026 and a 67.9% increase compared with June 2025.

What were TSM (TSM) total revenues for the first half of 2026?
For January through June 2026, TSMC recorded net revenue of NT$2,404.48 billion, an increase of 35.6% compared with net revenue of NT$1,773.05 billion for the same period in 2025.

What intra-group lending did TSM (TSM) disclose for June 2026?
TSMC Development had a lending limit of NT$34,306,041 thousand, with NT$2,872,620 thousand outstanding to TSMC Washington, a wholly owned subsidiary, as of June 2026.

Which guarantees did TSM (TSM) provide to its subsidiaries in June 2026?
TSMC disclosed guarantees to TSMC North America, TSMC Global, and TSMC Arizona, with individual guarantee limits up to NT$2,356,384,101 thousand and outstanding guaranteed amounts including NT$349,217,010 thousand for TSMC Arizona.

What derivative positions did TSM (TSM) report for June 2026?
TSMC reported foreign-exchange derivatives, including forwards with an outstanding notional amount of NT$201,319,113 thousand and a mark-to-market of (NT$2,393,995 thousand), plus realized and unrealized profit or loss figures for TSMC and its subsidiaries.

Did TSM (TSM) use derivatives for hedge accounting in June 2026?
Yes. TSMC Global reported derivatives applying hedge accounting, including futures with an outstanding notional amount of NT$513,880 thousand, a mark-to-market value of (NT$2,563 thousand), and cumulative realized profit of NT$16,726 thousand on expired contracts.

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

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

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 July 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: July 13, 2026By   /s/ Wendell Huang
  Wendell Huang
   Senior Vice President and Chief Financial Officer


a1.jpg
TSMC June 2026 Revenue Report

HSINCHU, Taiwan, R.O.C. – July 13, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for June 2026: On a consolidated basis, revenue for June 2026 was approximately NT$442.68 billion, an increase of 6.2 percent from May 2026 and an increase of 67.9 percent from June 2025. Revenue for January through June 2026 totaled NT$2,404.48 billion, an increase of 35.6 percent compared to the same period in 2025.

TSMC June Revenue Report (Consolidated):
(Unit:NT$ million)
PeriodJune 2026May 2026
M-o-M
Increase
(Decrease)
%
June 2025
Y-o-Y
Increase
(Decrease)
%
January to June 2026January to June 2025
Y-o-Y
Increase
(Decrease)
%

Net Revenue

442,680416,9756.2263,70967.92,404,4841,773,04635.6


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 June 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)
PeriodItems20262025
Jun.
Net Revenue
442,679,969 263,708,978 
Jan.~Jun.
Net Revenue
2,404,483,690 1,773,045,533 
2. Funds lent to other parties (in NT$ thousands)
Lending CompanyLimit of lendingAmount approved by the Board of DirectorsOutstanding amount
TSMC Development*
34,306,041 3,830,160 2,872,620 
* The borrower is TSMC Washington, a wholly-owned subsidiary of TSMC.
3. Endorsements and guarantees (in NT$ thousands)
GuarantorLimit of guaranteeAmount approved by the Board of DirectorsOutstanding amount
TSMC*2,356,384,101 2,656,002 2,656,002 
TSMC**172,357,200 172,357,200 
TSMC***478,480,683 349,217,010 
* 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
201,319,113 
Mark to Market of Outstanding Contracts
(2,393,995)
Cumulative Unrealized Profit/Loss
621,201 
Expired Contracts
Cumulative Notional Amount
910,422,961 
Cumulative Realized Profit/Loss
(4,434,220)
Equity price linked product (Y/N)
N
‧TSMC China
Forward
Margin Payment
- 
Premium Income (Expense)
- 
Existing Contracts
Outstanding Notional Amount
2,492,953 
Mark to Market of Outstanding Contracts
(9,034)
Cumulative Unrealized Profit/Loss
(25,706)
Expired Contracts
Cumulative Notional Amount
7,368,482 
Cumulative Realized Profit/Loss
34,051 
Equity price linked product (Y/N)
N
‧TSMC Nanjing
Forward
Margin Payment
- 
Premium Income (Expense)
- 
Existing Contracts
Outstanding Notional Amount
7,094,926 
Mark to Market of Outstanding Contracts
(27,022)
Cumulative Unrealized Profit/Loss
(51,147)
Expired Contracts
Cumulative Notional Amount
17,494,319 
Cumulative Realized Profit/Loss
60,559 
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
(8,650)
Premium Income (Expense)
- 
Existing Contracts
Outstanding Notional Amount
513,880 
Mark to Market of Outstanding Contracts
(2,563)
Cumulative Unrealized Profit/Loss
(1,720)
Expired Contracts
Cumulative Notional Amount
7,653,936 
Cumulative Realized Profit/Loss
16,726 
Equity price linked product (Y/N)
N

Source: View Original Filing on SEC EDGAR