TSMC Form 6-K Summary
Business context and reporting period: Taiwan Semiconductor Manufacturing Company Limited filed this Form 6-K in October 2026, reporting September 2026 revenue and certain September operating disclosures. Revenue figures are consolidated and denominated in New Taiwan dollars (NT$).
Revenue and key financial metrics
| Period | Revenue | Change |
|---|---|---|
| September 2026 | NT$511.86 billion | Down 0.6% month over month; up 54.6% year over year |
| January–September 2026 | NT$3,898.73 billion | Up 41.1% year over year |
August 2026 revenue was NT$514.81 billion; September 2025 revenue was NT$330.98 billion. The filing reports revenue only and does not provide a clear value for profit, margins, cash flow, debt, or liquidity.
Other disclosures and material changes
- TSMC Development reported NT$3.826 billion outstanding in funds lent to TSMC Washington, a wholly owned subsidiary; the disclosed lending limit was NT$34.610 billion.
- The filing reports guarantees to wholly owned subsidiaries TSMC North America, TSMC Global, and TSMC Arizona. The extracted table’s values and column alignment are unclear, so individual limits and outstanding balances should be verified in the original filing.
- For non-hedge-accounting forwards, TSMC reported an outstanding notional amount of NT$242.565 billion, a mark-to-market value of negative NT$1.599 billion, cumulative unrealized profit of NT$1.416 billion, and cumulative realized loss of NT$5.736 billion. The filing also lists smaller forward positions for TSMC China and TSMC Nanjing.
- For a hedge-accounting futures position reported under TSMC Global, outstanding notional was NT$787.436 million, with cumulative unrealized profit of NT$20.294 million and cumulative realized profit of NT$28.903 million.
Outlook, risks, and unusual items
No revenue guidance, earnings outlook, management discussion, or specific risk commentary is included in the provided filing text. The revenue increase is substantial year over year, while September revenue declined slightly from August. Derivative positions and guarantees are disclosed, but the filing does not explain their business rationale or potential effects beyond the listed amounts.
Important facts for investors to verify
- Confirm revenue figures and period comparisons against TSMC’s original September 2026 revenue release.
- Review subsequent financial statements for profitability, margins, cash flow, debt, and liquidity, which are not supplied here.
- Check the original guarantee table to confirm limits, approved amounts, and outstanding balances for each subsidiary.
- Assess the derivative positions, including the reported realized loss and mark-to-market value, in the context of the company’s full disclosures.