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.
Taiwan Semiconductor Manufacturing Company Limited (TSMC) filed a Form 6-K summarizing key corporate changes for December 2025. The report shows a small increase in insider ownership: Vice President Jonathan Lee’s shareholdings rose by 265 shares to 485,797 shares as of December 31, 2025, including related-party holdings.
TSMC and its subsidiaries recorded an acquisition of fixed-income investments totaling NT$2.1 billion and a disposition of equity investments totaling NT$0.5 billion during the month. The company reports no changes in share pledges by directors, officers, or major shareholders, and no new capital appropriations, unsecured bond issuances, or cancellations of TSMC common shares for December 2025.
Taiwan Semiconductor Manufacturing Company Limited (TSMC) filed a Form 6-K describing board changes at its major subsidiary, TSMC North America. By written shareholder consent dated January 23, 2026, TSMC North America recorded that David Keller completed his tenure as a director. On the same date, Sylvia Fang and Sajiv Dalal were elected as directors of TSMC North America, effective immediately. The filing is signed by Wendell Huang, TSMC Senior Vice President and Chief Financial Officer.
Taiwan Semiconductor Manufacturing Company Limited reported strong December and full-year 2025 results. Consolidated net revenue for December 2025 was about NT$335.00 billion, down 2.5% from November 2025 but up 20.4% from December 2024, showing solid year-over-year momentum despite a modest monthly dip.
For January through December 2025, consolidated net revenue reached NT$3,809.05 billion, a 31.6% increase compared with the same period in 2024, highlighting significant annual growth. The company also disclosed intercompany lending to subsidiaries, guarantees for wholly owned units, and positions in foreign-exchange derivatives, including some unrealized and realized losses, as part of its routine treasury and risk management activities.
Taiwan Semiconductor Manufacturing Company Limited reported a management change at a major subsidiary in the United States. Gina Proctor, currently a Senior Director of TSMC Arizona Corporation, has been appointed as Treasurer of TSMC Arizona Corporation effective January 6, 2026. This role involves oversight of treasury-related functions at the Arizona subsidiary, but the notice does not include any financial results or transaction details.
Taiwan Semiconductor Manufacturing Company Limited (TSMC) reports several November 2025 corporate actions. Two vice presidents modestly increased their shareholdings, with Geoffrey Yeap adding 1,000 shares and Jonathan Lee adding 271 shares. There were no new pledges of common shares by directors, executives, or major shareholders.
TSMC and its subsidiaries acquired NT$18.6 billion in fixed-income investments and NT$0.6 billion in equity investments. The board approved major capital appropriations, including US$7.3 billion for machinery for advanced technology capacity, US$1.2 billion for advanced packaging and mature or specialty technologies, US$3.6 billion for R&D and sustaining capital expenditures, and US$3.0 billion for real estate and capitalized leased assets.
The company issued unsecured bonds in November 2025, including tranche 114-5 A for NT$14.0 billion at a 1.50% coupon with bullet repayment and annual interest, plus additional B and C tranches. The board also approved cancellation of 91,000 common shares from reclaimed employee restricted stock awards, along with a paid-in capital reduction of NT$910,000, using November 11, 2025 as the record date.
Taiwan Semiconductor Manufacturing Company Limited reported that its major subsidiary, TSMC Arizona Corporation, completed its annual shareholder actions by written consent on December 19, 2025, instead of holding a physical meeting. Shareholders elected Ray Chuang, Rose Castanares, Shu-Hua (Sylvia) Fang and Jen-Chau (Wendell) Huang as directors of TSMC Arizona Corporation. The company stated that the directors of TSMC Arizona Corporation remain unchanged, indicating this is a confirmation of the existing board rather than a reshuffle.
Taiwan Semiconductor Manufacturing Company Limited (TSMC) reported consolidated net revenue of approximately NT$343.61 billion for November 2025. This was a 6.5% decrease from October 2025 but a strong 24.5% increase compared with November 2024, showing solid year-on-year growth despite month-to-month volatility. Revenue for January through November 2025 reached NT$3,474.05 billion, up 32.8% from the same period in 2024, indicating robust demand over the year.
TSMC also disclosed intra-group financing and support activities. TSMC China and TSMC Development had outstanding loans of NT$15,068,120 thousand and NT$1,881,780 thousand, respectively. The parent company provided guarantees to wholly owned subsidiaries including TSMC North America, TSMC Global, and TSMC Arizona, with outstanding guarantee amounts up to the hundreds of billions of NT dollars.
In derivatives, TSMC and its subsidiaries held foreign exchange forwards and futures. For TSMC, outstanding forward contracts had a notional amount of NT$308,342,427 thousand, with a negative mark-to-market of NT$6,084,016 thousand, reflecting unrealized losses primarily from hedging activities.
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is making a very small adjustment to its previously approved cash dividend for the second quarter of 2025. The board had approved a total cash dividend of NT$129,662,912,605, or NT$5.0 per common share, to be paid on January 8, 2026. Because some shares from 2024 restricted stock awards were reclaimed between the approval date and the dividend record date, the number of shares outstanding changed slightly. As a result, the dividend per share is now adjusted to NT$5.00001118 per common share, a change described as miniscule.