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April 2026 revenue jumps 17.5% YoY at TSMC (NYSE: TSM)

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

Rhea-AI Filing Summary

Taiwan Semiconductor Manufacturing Company Limited reported strong April 2026 revenue momentum. On a consolidated basis, net revenue for April 2026 was approximately NT$410.73 billion, down 1.1% from March 2026 but up 17.5% from April 2025, showing solid year-on-year growth despite a slight month-on-month dip.

Net revenue for January through April 2026 totaled NT$1,544.83 billion, a 29.9% increase versus the same period in 2025, indicating robust demand early in the year. The company also disclosed intercompany lending limits and balances, guarantees for key subsidiaries, and foreign-exchange derivative positions with both realized losses and unrealized gains.

Positive

  • Robust revenue growth: April 2026 consolidated revenue was approximately NT$410.73 billion, up 17.5% year-on-year, and January–April 2026 revenue of NT$1,544.83 billion grew 29.9% versus the same 2025 period, indicating strong demand momentum.

Negative

  • None.

Insights

TSMC shows strong year-to-date growth despite a modest April dip.

TSMC generated April 2026 consolidated revenue of NT$410.73 billion, down 1.1% from March but up 17.5% year-on-year. For January–April 2026, revenue reached NT$1,544.83 billion, a 29.9% increase versus 2025, signaling robust overall demand.

The filing also lists sizeable lending and guarantee limits to subsidiaries, supporting global expansion in China, the U.S., and other regions. Derivative data show foreign-exchange hedging activity, with cumulative realized losses at the parent but offset by unrealized gains, which is typical for active hedging programs.

Overall, the numbers point to strong early-2026 growth momentum, even as monthly revenue fluctuates slightly. Subsequent monthly disclosures will clarify whether high double-digit year-to-date growth remains sustainable across future periods.

April 2026 net revenue NT$410.73 billion Consolidated basis, April 2026
April 2026 vs March 2026 revenue change -1.1% Month-on-month change in consolidated revenue
April 2026 vs April 2025 revenue change +17.5% Year-on-year change in consolidated revenue
Jan–Apr 2026 net revenue NT$1,544.83 billion Cumulative consolidated revenue January–April 2026
Jan–Apr revenue growth vs 2025 +29.9% Year-on-year change January–April 2026 vs 2025
TSMC China lending outstanding NT$7,867,940 thousand Funds lent to TSMC Nanjing as of April 2026
Guarantee to TSMC Arizona NT$345,918,799 thousand Outstanding guarantee amount
TSMC FX derivatives notional NT$189,918,730 thousand Outstanding notional amount of TSMC forward contracts
consolidated basis financial
"On a consolidated basis, revenue for April 2026 was approximately NT$410.73 billion"
funds lent to other parties financial
"This is to report the changes or status of 1) revenue, 2) funds lent to other parties"
endorsements and guarantees financial
"3. Endorsements and guarantees (in NT$ thousands)"
financial derivative transactions financial
"4. Financial derivative transactions (in NT$ thousands)"
Outstanding Notional Amount financial
"Existing Contracts | Outstanding Notional Amount | 189,918,730"
hedge accounting financial
"(2)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.
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 May 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: May 8, 2026By   /s/ Wendell Huang
  Wendell Huang
   Senior Vice President and Chief Financial Officer


a1.jpg
TSMC April 2026 Revenue Report

HSINCHU, Taiwan, R.O.C. – May 8, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for April 2026: On a consolidated basis, revenue for April 2026 was approximately NT$410.73 billion, a decrease of 1.1 percent from March 2026 and an increase of 17.5 percent from April 2025. Revenue for January through April 2026 totaled NT$1,544.83 billion, an increase of 29.9 percent compared to the same period in 2025.


TSMC April Revenue Report (Consolidated):
(Unit:NT$ million)
PeriodApril 2026March 2026
M-o-M
Increase
(Decrease)
%
April 2025
Y-o-Y
Increase
(Decrease)
%
January to April 2026January to April 2025
Y-o-Y
Increase
(Decrease)
%

Net Revenue

410,726415,191(1.1)349,56717.51,544,8291,188,82129.9


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 April 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
Apr.
Net Revenue
410,725,118 349,566,940 
Jan.~Apr.
Net Revenue
1,544,828,558 1,188,820,604 
2. Funds lent to other parties (in NT$ thousands)
Lending CompanyLimit of lendingAmount approved by the Board of DirectorsOutstanding amount
TSMC China*
126,278,086 7,867,940 7,867,940 
TSMC Development**
34,100,378 3,798,360 2,848,770 
* 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)
GuarantorLimit of guaranteeAmount approved by the Board of DirectorsOutstanding amount
TSMC*2,167,838,398 2,633,951 2,633,951 
TSMC**170,926,200 170,926,200 
TSMC***474,508,085 345,918,799 
* 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
189,918,730 
Mark to Market of Outstanding Contracts
542,087 
Cumulative Unrealized Profit/Loss
3,557,283 
Expired Contracts
Cumulative Notional Amount
569,810,573 
Cumulative Realized Profit/Loss
(5,918,435)
Equity price linked product (Y/N)
N
‧TSMC China
Forward
Margin Payment
- 
Premium Income (Expense)
- 
Existing Contracts
Outstanding Notional Amount
346,720 
Mark to Market of Outstanding Contracts
(627)
Cumulative Unrealized Profit/Loss
(17,412)
Expired Contracts
Cumulative Notional Amount
6,176,710 
Cumulative Realized Profit/Loss
34,787 
Equity price linked product (Y/N)
N
‧TSMC Nanjing
Forward
Margin Payment
- 
Premium Income (Expense)
- 
Existing Contracts
Outstanding Notional Amount
1,134,720 
Mark to Market of Outstanding Contracts
(2,009)
Cumulative Unrealized Profit/Loss
(26,484)
Expired Contracts
Cumulative Notional Amount
14,594,079 
Cumulative Realized Profit/Loss
62,775 
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
(9,971)
Premium Income (Expense)
- 
Existing Contracts
Outstanding Notional Amount
1,111,020 
Mark to Market of Outstanding Contracts
9,790 
Cumulative Unrealized Profit/Loss
10,585 
Expired Contracts
Cumulative Notional Amount
5,026,496 
Cumulative Realized Profit/Loss
5,477 
Equity price linked product (Y/N)
N

Source: View Original Filing on SEC EDGAR

FAQ

How much revenue did TSM (TSMC) report for April 2026?

TSMC reported consolidated net revenue of approximately NT$410.73 billion for April 2026. This was a 1.1% decrease from March 2026 but a 17.5% increase compared with April 2025, showing solid year-on-year growth despite a modest monthly decline.

What is TSMC’s year-to-date 2026 revenue and growth versus 2025?

For January through April 2026, TSMC’s consolidated net revenue totaled NT$1,544.83 billion. This represents a 29.9% increase compared with NT$1,188.82 billion over the same January–April period in 2025, reflecting very strong year-to-date business expansion.

How did TSMC’s April 2026 revenue compare to March 2026?

TSMC’s April 2026 consolidated revenue was NT$410.73 billion, versus NT$415.19 billion in March 2026. That equals a 1.1% month-on-month decrease, indicating a small sequential dip while still maintaining strong year-on-year growth trends in its core business.

What intercompany lending did TSMC disclose for April 2026?

TSMC reported lending activities mainly to subsidiaries. TSMC China had an outstanding lending balance of NT$7,867,940 thousand, while TSMC Development showed NT$2,848,770 thousand outstanding, supporting entities such as TSMC Nanjing and TSMC Washington through internal funding arrangements.

What guarantees did TSMC provide to subsidiaries in April 2026?

TSMC disclosed guarantees for several wholly owned subsidiaries. These included an outstanding guarantee of NT$2,633,951 thousand to TSMC North America, NT$170,926,200 thousand to TSMC Global, and NT$345,918,799 thousand to TSMC Arizona, backing overseas operations and related obligations.

What derivative positions did TSMC report for April 2026?

TSMC reported foreign-exchange derivatives with an outstanding notional amount of NT$189,918,730 thousand and cumulative unrealized profit of NT$3,557,283 thousand. Cumulative realized profit/loss on expired contracts was a loss of NT$5,918,435 thousand, reflecting active use of derivatives for risk management.