重大事件
外國發行人報告
6-K
2026-07-13
台積電6月營收年增67.9% 上半年累計營收2.4兆元 反映AI與HPC需求強勁
AI 繁中摘要
台積電(TSMC,TWSE:2330,NYSE:TSM)於2026年7月13日向美國證交會提交6-K表格,披露2026年6月營收及相關財務數據。 🏭
**營收重點**
- 6月合併營收約新台幣4,426.8億元(NT$442,680 million),按月增6.2%,按年大增67.9%。
- 2026年上半年(1月至6月)累計營收新台幣2.40448兆元(NT$2,404,484 million),較2025年同期增長35.6%。
- 增幅強勁,反映人工智能(AI)及高效能運算(HPC)需求持續推動先進製程產能利用率。
**其他財務資訊**
- 資金貸與:子公司TSMC Development向其全資附屬TSMC Washington提供新台幣28.73億元貸款(按董事會授權額度內)。
- 背書保證:
- 為TSMC North America提供新台幣26.56億元擔保。
- 為TSMC Global提供新台幣1,723.57億元擔保。
- 為TSMC Arizona提供新台幣3,492.17億元擔保。
- 衍生工具交易(遠期合約、期貨):TSMC及其子公司持有多項未平倉合約,總名義本金約新台幣211.4億元,期末按市價計價錄得約新台幣2.42億元未實現虧損,但本年累計已實現虧損約新台幣4.43億元。整體風險管理旨在對沖匯率及利率波動。
**投資者啟示**
台積電營收持續創高,年增近七成反映行業景氣暢旺,尤其先進製程訂單飽滿。管理層未在本次申報提供具體展望,但強勁數字有望進一步鞏固市場對其2026年全年盈利增長的預期。投資者可關注後續季度業績及資本支出計劃。 📈
展開英文正文
6-K 1 tsm-revenue20260713.htm 6-K Document 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 July 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: July 13, 2026By /s/ Wendell Huang Wendell Huang Senior Vice President and Chief Financial Officer TSMC June 2026 Revenue Report HSINCHU, Taiwan, R.O.C. – July 13, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for June 2026: On a consolidated basis, revenue for June 2026 was approximately NT$442.68 billion, an increase of 6.2 percent from May 2026 and an increase of 67.9 percent from June 2025. Revenue for January through June 2026 totaled NT$2,404.48 billion, an increase of 35.6 percent compared to the same period in 2025. TSMC June Revenue Report (Consolidated): (Unit:NT$ million) PeriodJune 2026May 2026M-o-M Increase (Decrease) % June 2025Y-o-Y Increase (Decrease) % January to June 2026January to June 2025Y-o-Y Increase (Decrease) % Net Revenue 442,680416,9756.2263,70967.92,404,4841,773,04635.6 TSMC Spokesperson:TSMC Media Contacts Wendell HuangSenior Vice President and CFONina Kao Head of Public Relations Tel: 886-3-563-6688 ext.7125036 Mobile: 886-988-239-163 E-Mail: [email protected] Ulric Kelly Public Relations Tel: 886-3-563-6688 ext.7126541 Mobile: 886-978-111-503 E-Mail: [email protected] 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 June 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 Jun. Net Revenue 442,679,969 263,708,978 Jan.~Jun. Net Revenue 2,404,483,690 1,773,045,533 2. Funds lent to other parties (in NT$ thousands) Lending CompanyLimit of lendingAmount approved by the Board of DirectorsOutstanding amount TSMC Development* 34,306,041 3,830,160 2,872,620 * 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*2,356,384,101 2,656,002 2,656,002 TSMC**172,357,200 172,357,200 TSMC***478,480,683 349,217,010 * 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 201,319,113 Mark to Market of Outstanding Contracts (2,393,995) Cumulative Unrealized Profit/Loss 621,201 Expired Contracts Cumulative Notional Amount 910,422,961 Cumulative Realized Profit/Loss (4,434,220) Equity price linked product (Y/N) N ‧TSMC China Forward Margin Payment - Premium Income (Expense) - Existing Contracts Outstanding Notional Amount 2,492,953 Mark to Market of Outstanding Contracts (9,034) Cumulative Unrealized Profit/Loss (25,706) Expired Contracts Cumulative Notional Amount 7,368,482 Cumulative Realized Profit/Loss 34,051 Equity price linked product (Y/N) N ‧TSMC Nanjing Forward Margin Payment - Premium Income (Expense) - Existing Contracts Outstanding Notional Amount 7,094,926 Mark to Market of Outstanding Contracts (27,022) Cumulative Unrealized Profit/Loss (51,147) Expired Contracts Cumulative Notional Amount 17,494,319 Cumulative Realized Profit/Loss 60,559 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 2,767,287 Cumulative Realized Profit/Loss 20,888 Equity price linked product (Y/N) N (2)Derivatives applying hedge accounting. ‧TSMC Global Future Margin Payment (8,650) Premium Income (Expense) - Existing Contracts Outstanding Notional Amount 513,880 Mark to Market of Outstanding Contracts (2,563) Cumulative Unrealized Profit/Loss (1,720) Expired Contracts Cumulative Notional Amount 7,653,936 Cumulative Realized Profit/Loss 16,726 Equity price linked product (Y/N) N