TSMC 6-K: September revenue up 54.6% YoY (Oct 8, 2026)

6-K 1 tsm-revenue20261008.htm 6-K 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 October 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 October 8, 2026By s Wendell Huang Wendell Huang Senior Vice President and Chief Financial Officer TSMC September 2026 Revenue Report HSINCHU, Taiwan, R.O.C. October 8, 2026 - TSMC (TWSE 2330, NYSE TSM) today announced its net revenue for September 2026 On a consolidated basis, revenue for September 2026 was approximately NT$511.86 billion, a decrease of 0.6 percent from August 2026 and an increase of 54.6 percent from September 2025. Revenue for January through September 2026 totaled T$3,898.73 billion, an increase of 41.1 percent compared to the same period in 2025. TSMC September Revenue Report (Consolidated) (Unit NT$ million) PeriodSeptember 2026August 2026M-o-M Increase (Decrease) % September 2025Y-o-Y Increase (Decrease) % January to September 2026January to September 2025Y-o-Y Increase (Decrease) % Net Revenue 511,857514,806(0.6)330,98054.63,898,7272,762,96441.1 TSMC Spokesperson TSMC Media Contacts Wendell Huang Senior Vice President and CFONina Kao Head of Public Relations Tel 886-3-563-6688 ext.7125036 Mobile 886-988-239-163 E-Mail press tsmc.com Michael Kramer Public Relations Tel 886-3-563-6688 ext. 7128629 Mobile 886-988-931-352 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 September 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 Sep. Net Revenue 511,857,399 330,980,920 Jan. Sep. Net Revenue 3,898,726,974 2,762,963,851 2. Funds lent to other parties (in NT$ thousands) Lending CompanyLimit of lendingAmount approved by the Board of DirectorsOutstanding amount TSMC Development* 34,609,725 3,825,600 3,825,600 * 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*2,573,007,334 2,652,840 2,652,840 TSMC**172,152,000 172,152,000 TSMC***487,475,027 359,431,483 * 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 242,564,986 Mark to Market of Outstanding Contracts (1,599,198) Cumulative Unrealized Profit Loss 1,415,998 Expired Contracts Cumulative Notional Amount 1,440,742,650 Cumulative Realized Profit Loss (5,735,632) Equity price linked product (Y N) N TSMC China Forward Margin Payment - Premium Income (Expense) - Existing Contracts Outstanding Notional Amount 2,823,530 Mark to Market of Outstanding Contracts 1,099 Cumulative Unrealized Profit Loss (15,491) Expired Contracts Cumulative Notional Amount 11,774,211 Cumulative Realized Profit Loss 32,317 Equity price linked product (Y N) N TSMC Nanjing Forward Margin Payment - Premium Income (Expense) - Existing Contracts Outstanding Notional Amount 6,348,090 Mark to Market of Outstanding Contracts 3,899 Cumulative Unrealized Profit Loss (19,978) Expired Contracts Cumulative Notional Amount 29,294,588 Cumulative Realized Profit Loss 51,170 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 2,894,447 Cumulative Realized Profit Loss 21,008 Equity price linked product (Y N) N (2)Derivatives applying hedge accounting. TSMC Global Future Margin Payment (17,510) Premium Income (Expense) - Existing Contracts Outstanding Notional Amount 787,436 Mark to Market of Outstanding Contracts 19,384 Cumulative Unrealized Profit Loss 20,294 Expired Contracts Cumulative Notional Amount 10,357,812 Cumulative Realized Profit Loss 28,903 Equity price linked product (Y N) N