TSMC October 2026 revenue reaches about NT$587B

Revenue for January through October 2026 totaled NT$4,485.62 billion, 43.3% above the same period in 2025.

Available on EDGAR 11/10/2026 - 07:01 AM EST Accepted by SEC EDGAR 11/10/2026 - 07:01 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Taiwan Semiconductor Manufacturing Company Limited (TSM) reported consolidated revenue of approximately NT$586.89 billion for October 2026, up 14.7% from September and 59.7% from October 2025.

Its October schedules also report lending to TSMC Washington, guarantees for wholly owned subsidiaries, and derivative positions held by TSMC and specified subsidiaries, including contract notional amounts and realized and unrealized profit or loss.

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How the balance works

Positive

• Moderate pointOctober revenue was NT$586.89 billion, up 59.7% year over year.

Negative

• None.

Filing Explained

The October schedule lists an outstanding loan of NT$3,915,120 and a lending limit of NT$35,419,601 for wholly owned TSMC Washington; the second figure is a limit, not the current loan balance.

Key Figures

Consolidated net revenue: Approximately NT$586.89 billion Month-over-month revenue change: 14.7% Year-over-year revenue change: 59.7% +2 more

5 metrics

Consolidated net revenue Approximately NT$586.89 billion October 2026

Month-over-month revenue change 14.7% October 2026 compared with September 2026

Year-over-year revenue change 59.7% October 2026 compared with October 2025

Net revenue NT$4,485.62 billion January through October 2026

Year-over-year revenue change 43.3% January through October 2026 compared with the same period in 2025

Key Terms

Outstanding Notional Amount, Mark to Market of Outstanding Contracts, Cumulative Unrealized Profit/Loss, hedge accounting

4 terms

Outstanding Notional Amount financial

"Existing Contracts Outstanding Notional Amount"

Mark to Market of Outstanding Contracts financial

"Mark to Market of Outstanding Contracts"

Cumulative Unrealized Profit/Loss financial

"Cumulative Unrealized Profit/Loss"

hedge accounting financial

"Derivatives applying hedge accounting"

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.

FAQ

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

What was TSMC's revenue in October 2026?

TSMC reported consolidated October 2026 revenue of approximately NT$586.89 billion, up 14.7% from September and 59.7% from October 2025.

How much revenue did TSMC report for January through October 2026?

Revenue for January through October 2026 totaled NT$4,485.62 billion, an increase of 43.3% compared with the same period in 2025.

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

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

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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 November 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: November 10, 2026

By

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

TSMC October 2026 Revenue Report

HSINCHU, Taiwan, R.O.C. – November 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2026: On a consolidated basis, revenue for October 2026 was approximately NT$586.89 billion, an increase of 14.7 percent from September 2026 and an increase of 59.7 percent from October 2025. Revenue for January through October 2026 totaled NT$4,485.62 billion, an increase of 43.3 percent compared to the same period in 2025.

			TSMC October Revenue Report (Consolidated):
																								(Unit:NT$ million)
			Period			October 2026			September 2026			M-o-M Increase (Decrease) %			October 2025			Y-o-Y Increase (Decrease) %			January to October 2026			January to October 2025			Y-o-Y Increase (Decrease) %
			Net Revenue			586,890			511,857			14.7			367,473			59.7			4,485,617			3,130,437			43.3

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. 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 October 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)

Period			Items			2026			2025
Oct.			Net Revenue			586,890,319			367,473,051
Jan.~Oct.			Net Revenue			4,485,617,293			3,130,436,902

2. Funds lent to other parties (in NT$ thousands)

Lending Company			Limit of lending			Amount approved by the Board of Directors			Outstanding amount
TSMC Development*			35,419,601			3,915,120			3,915,120

* 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*			2,573,007,334			2,714,917			2,714,917
TSMC**						176,180,400			176,180,400
TSMC***						457,993,793			326,953,998

* 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			441,197,649
			Mark to Market of Outstanding Contracts			(6,251,892)
			Cumulative Unrealized Profit/Loss			(3,236,695)
Expired Contracts			Cumulative Notional Amount			1,627,295,690
			Cumulative Realized Profit/Loss			(8,424,700)
Equity price linked product (Y/N)						N

‧TSMC China

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			779,520
			Mark to Market of Outstanding Contracts			816
			Cumulative Unrealized Profit/Loss			(15,800)
Expired Contracts			Cumulative Notional Amount			14,774,237
			Cumulative Realized Profit/Loss			42,655
Equity price linked product (Y/N)						N

‧TSMC Nanjing

						Forward
Margin Payment						-
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			1,981,280
			Mark to Market of Outstanding Contracts			2,044
			Cumulative Unrealized Profit/Loss			(21,914)
Expired Contracts			Cumulative Notional Amount			35,805,078
			Cumulative Realized Profit/Loss			75,794
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						(17,920)
Premium Income (Expense)						-
Existing Contracts			Outstanding Notional Amount			1,148,435
			Mark to Market of Outstanding Contracts			3,589
			Cumulative Unrealized Profit/Loss			4,267
Expired Contracts			Cumulative Notional Amount			11,017,800
			Cumulative Realized Profit/Loss			36,713
Equity price linked product (Y/N)						N