TSMC July 2025 Revenue Jumps 25.8% YoY to NT$323 bn

TSMC’s July 2025 6-K highlights continued top-line momentum.

Rhea-AI Filing Summary

TSMC’s July 2025 6-K highlights continued top-line momentum. Consolidated revenue reached NT$323.17 bn, up 22.5% versus June and 25.8% year-on-year. Cumulative Jan-Jul revenue climbed to NT$2,096.21 bn, a 37.6% YoY increase, underscoring robust demand for the foundry’s advanced process nodes.

Liquidity activities remain routine and intra-group focused. Subsidiary lending outstanding totaled NT$15.95 bn (TSMC China NT$14.15 bn; TSMC Development NT$1.80 bn) against board-approved limits of about NT$137 bn. Guarantees to wholly-owned units stood at NT$554.34 bn, well below the aggregate limit of NT$2.50 tn.

Derivative positions were sizeable but manageable: the parent company carried NT$118.40 bn notional forward contracts with an unrealized loss of NT$3.88 bn; other subsidiaries recorded minor unrealized losses. No hedge-accounted contracts show material mark-to-market impact.

No major transactions, earnings guidance, or management changes were disclosed.

Positive

• July revenue rose 25.8% YoY and 22.5% MoM, indicating strong demand momentum.
• Year-to-date revenue up 37.6%, pointing to robust 2025 growth trajectory.
• Loans and guarantees remain well within board-approved limits, supporting prudent balance-sheet management.

Negative

• Unrealized derivative loss of NT$3.88 bn at the parent level, though currently modest.
• Significant notional derivative exposure (NT$118 bn) could introduce future mark-to-market volatility.

Insights

Equity Research Analyst

TL;DR – Strong July sales reinforce growth; derivative losses modest.

The 25.8% YoY and 22.5% MoM revenue jump signals sustained capacity pull-through despite cyclical concerns. Jan–Jul sales growth of 37.6% puts TSMC on track to comfortably exceed prior full-year revenue comparisons if momentum persists. Intra-group loans and guarantees appear conservative relative to limits, suggesting disciplined capital allocation. Forward-contract unrealized losses of NT$3.9 bn are immaterial (<0.2% of YTD revenue) and reflect currency hedging, not speculative trading. Overall filing is incrementally positive for the equity narrative, affirming demand resilience without introducing new risks.

FAQ

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

How much revenue did TSM (NYSE:TSM) report for July 2025?

TSMC posted NT$323.17 billion in consolidated revenue for July 2025.

What is TSMC’s year-to-date revenue growth in 2025?

Revenue for Jan–Jul 2025 totaled NT$2,096.21 bn, a 37.6% YoY increase.

Did TSMC disclose any large new loans or guarantees in this filing?

No new third-party loans; outstanding intra-group loans were NT$15.95 bn and guarantees NT$554.34 bn, both within preset limits.

What derivative exposure does TSMC hold?

The parent company holds forward contracts with NT$118.40 bn notional and an unrealized loss of NT$3.88 bn.

Were there any management or strategic changes announced?

The 6-K contained no management changes, acquisitions, or guidance updates.

Is the revenue data presented in U.S. dollars or New Taiwan dollars?

All figures are reported in New Taiwan dollars (NT$) as stated in the filing.

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

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

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Accepted by SEC EDGAR 08/08/2025 - 06:10 AM Learn about SEC filing dates

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 2025

(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 8, 2025

By

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

TSMC July 2025 Revenue Report

HSINCHU, Taiwan, R.O.C. – Aug. 8, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for July 2025: On a consolidated basis, revenue for July 2025 was approximately NT$323.17 billion, an increase of 22.5 percent from June 2025 and an increase of 25.8 percent from July 2024. Revenue for January through July 2025 totaled NT$2,096.21 billion, an increase of 37.6 percent compared to the same period in 2024.

			TSMC July Revenue Report (Consolidated):
																								(Unit:NT$ million)
			Period			July 2025			June 2025			M-o-M Increase (Decrease) %			July 2024			Y-o-Y Increase (Decrease) %			January to July 2025			January to July 2024			Y-o-Y Increase (Decrease) %
			Net Revenue			323,166			263,709			22.5			256,953			25.8			2,096,211			1,523,107			37.6

TSMC Spokesperson:

TSMC Media Contacts

Wendell Huang Senior Vice President and CFO Tel: 886-3-505-5901

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 2025 (“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			2025			2024
Jul.			Net Revenue			323,165,707			256,953,058
Jan. ~ Jul.			Net Revenue			2,096,211,240			1,523,107,436

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*			104,946,115			27,626,520			14,153,520
TSMC Development**			32,187,925			1,796,400			1,796,400

* 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*			1,825,665,032			2,491,406			2,491,406
TSMC**						224,550,000			224,550,000
TSMC***						448,925,676			327,296,190

* 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			118,403,158
			Mark to Market of Outstanding Contracts			(3,884,113)
			Cumulative Unrealized Profit/Loss			(3,458,177)
Expired Contracts			Cumulative Notional Amount			672,522,102
			Cumulative Realized Profit/Loss			7,896,866
Equity price linked product (Y/N)						N

‧TSMC China

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			2,247,443
			Mark to Market of Outstanding Contracts			(9,199)
			Cumulative Unrealized Profit/Loss			(8,958)
Expired Contracts			Cumulative Notional Amount			5,810,855
			Cumulative Realized Profit/Loss			(8,023)
Equity price linked product (Y/N)						N

‧TSMC Nanjing

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			7,014,999
			Mark to Market of Outstanding Contracts			(29,492)
			Cumulative Unrealized Profit/Loss			(28,475)
Expired Contracts			Cumulative Notional Amount			16,989,830
			Cumulative Realized Profit/Loss			(13,711)
Equity price linked product (Y/N)						N

‧Japan Advanced Semiconductor Mfg., Inc.

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			6,828,170
			Mark to Market of Outstanding Contracts			52,586
			Cumulative Unrealized Profit/Loss			(142,686)
Expired Contracts			Cumulative Notional Amount			76,502,179
			Cumulative Realized Profit/Loss			(375,176)
Equity price linked product (Y/N)						N

(2)Derivatives applying hedge accounting.

‧TSMC Global

						Future
Margin Payment						(5,748)
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			631,734
			Mark to Market of Outstanding Contracts			(650)
			Cumulative Unrealized Profit/Loss			(11,972)
Expired Contracts			Cumulative Notional Amount			8,787,390
			Cumulative Realized Profit/Loss			(26,320)
Equity price linked product (Y/N)						N