TSMC Form 6-K Summary: August 2026 Revenue Report
Business Context and Reporting Period
Taiwan Semiconductor Manufacturing Company Limited (TSMC) filed this Form 6-K on September 10, 2026, reporting financial results for the month of August 2026. The filing covers consolidated net revenue, funds lent to subsidiaries, endorsements and guarantees, and financial derivative transactions.
Key Financial Metrics
- August 2026 Net Revenue: NT$514.81 billion.
- January-August 2026 Net Revenue: NT$3,386.87 billion.
- Liquidity and Debt: The filing does not provide specific data on total cash flow, profit margins, total debt, or liquidity ratios. It only discloses specific lending and guarantee balances.
- Funds Lent: Outstanding balance of NT$2.85 billion lent to TSMC Washington (wholly-owned subsidiary).
- Guarantees: Total outstanding guarantees of approximately NT$2.63 billion for TSMC North America, TSMC Global, and TSMC Arizona.
- Derivatives: Outstanding notional amount for non-hedge derivatives is approximately NT$193.7 billion, with a cumulative unrealized profit of NT$4.60 billion.
Material Changes vs. Prior Period
- Month-over-Month (August vs. July 2026): Revenue increased by 10.1% (from NT$467.58 billion).
- Year-over-Year (August 2026 vs. August 2025): Revenue increased by 53.3% (from NT$335.77 billion).
- Year-to-Date (Jan-Aug 2026 vs. Jan-Aug 2025): Revenue increased by 39.3% (from NT$2,431.98 billion).
Guidance, Outlook, and Risks
The filing contains no forward-looking guidance, management commentary on future outlook, or specific risk factors beyond the disclosure of financial derivative positions. The document is a standard monthly revenue and financial status report.
Investor Verification Checklist
- Verify the 53.3% year-over-year revenue growth rate for August 2026 against analyst consensus.
- Confirm the total outstanding guarantee exposure of NT$2.63 billion to wholly-owned subsidiaries.
- Review the cumulative realized loss of NT$7.56 billion on expired forward margin payment contracts for TSMC.
- Check subsequent filings for full quarterly profit margins and cash flow statements, as this 6-K only reports revenue.