TSMC Form 6-K Summary: July 2026 Revenue Report
Business Context and Reporting Period
Taiwan Semiconductor Manufacturing Company Limited (TSMC) filed this Form 6-K on August 10, 2026, reporting financial results for the month of July 2026. The filing covers consolidated net revenue, funds lent to subsidiaries, endorsements and guarantees, and financial derivative transactions.
Key Financial Metrics
- Net Revenue (July 2026): NT$467.58 billion.
- Net Revenue (Jan-July 2026): NT$2,872.06 billion.
- Liquidity and Debt: The filing does not provide specific values for total cash flow, operating margins, total debt, or liquidity ratios. It only discloses specific lending and guarantee balances.
- Funds Lent: Outstanding balance of NT$2.92 billion to TSMC Washington (wholly-owned subsidiary).
- Guarantees: Total outstanding guarantees of approximately NT$2.70 billion to TSMC North America, NT$175.33 billion to TSMC Global, and NT$355.99 billion to TSMC Arizona.
Material Changes vs. Prior Period
- Month-over-Month (July vs. June 2026): Revenue increased by 5.6% (from NT$442.68 billion).
- Year-over-Year (July 2026 vs. July 2025): Revenue increased by 44.7% (from NT$323.17 billion).
- Year-to-Date (Jan-July 2026 vs. 2025): Revenue increased by 37.0% (from NT$2,096.21 billion).
Outlook, Risks, and Unusual Items
The filing contains no forward-looking guidance, management commentary on future outlook, or specific risk factors beyond the disclosure of financial derivative positions. The company reported significant activity in financial derivatives, including forward margin payments for TSMC, TSMC China, TSMC Nanjing, and Japan Advanced Semiconductor Mfg., Inc. Cumulative realized losses on expired contracts for TSMC Forward Margin Payment were NT$7.20 billion, while other entities reported smaller realized gains or losses.
Investor Verification Checklist
- Verify the sustainability of the 44.7% year-over-year revenue growth rate in subsequent monthly reports.
- Review the full annual report (Form 20-F) for detailed profit margins, cash flow statements, and total debt levels, as this 6-K does not provide them.
- Assess the impact of the NT$7.20 billion cumulative realized loss on TSMC Forward Margin Payment contracts on overall profitability.
- Confirm the status of the large guarantees provided to TSMC Global (NT$175.33 billion) and TSMC Arizona (NT$355.99 billion) regarding potential exposure.