SEC Form 6-K filed by Taiwan Semiconductor Manufacturing Company Ltd.

10/9/25 6:08:39 AM ET

$TSM

Semiconductors

Technology

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6-K 1 tsm-revenue20251009.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 October 2025

(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: October 9, 2025

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

TSMC September 2025 Revenue Report

HSINCHU, Taiwan, R.O.C. – Oct. 9, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for September 2025: On a consolidated basis, revenue for September 2025 was approximately NT$330.98 billion, a decrease of 1.4 percent from August 2025 and an increase of 31.4 percent from September 2024. Revenue for January through September 2025 totaled NT$2,762.96 billion, an increase of 36.4 percent compared to the same period in 2024.


TSMC September Revenue Report (Consolidated):
							(Unit:NT$ million)

Period	September 2025	August 2025	M-o-M Increase (Decrease) %	September 2024	Y-o-Y Increase (Decrease) %	January to September 2025	January to September 2024	Y-o-Y Increase (Decrease) %
Net Revenue	330,980	335,772	(1.4)	251,873	31.4	2,762,964	2,025,847	36.4

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: [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 September 2025 (“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	2025	2024
Sep.	Net Revenue	330,980,920	251,872,717
Jan. ~ Sep.	Net Revenue	2,762,963,851	2,025,846,521

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


Lending Company	Limit of lending	Amount approved by the Board of Directors	Outstanding amount
TSMC China*	110,876,206	28,306,250	14,567,300
TSMC Development**	32,821,191	1,831,860	1,831,860

* The borrower is TSMC Nanjing, a wholly-owned subsidiary of TSMC.

** 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*	1,832,429,590	2,540,585	2,540,585
TSMC**		198,451,500	198,451,500
TSMC***		457,787,235	333,756,846

* 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	210,103,177
	Mark to Market of Outstanding Contracts	(1,144,690)
	Cumulative Unrealized Profit/Loss	(718,754)
Expired Contracts	Cumulative Notional Amount	969,024,470
	Cumulative Realized Profit/Loss	1,877,252
Equity price linked product (Y/N)		N

‧TSMC China


		Forward
Margin Payment		-
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	2,925,696
	Mark to Market of Outstanding Contracts	(2,955)
	Cumulative Unrealized Profit/Loss	(2,891)
Expired Contracts	Cumulative Notional Amount	9,666,466
	Cumulative Realized Profit/Loss	(9,147)
Equity price linked product (Y/N)		N

‧TSMC Nanjing


		Forward
Margin Payment		-
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	8 ,463,834
	Mark to Market of Outstanding Contracts	(9,113)
	Cumulative Unrealized Profit/Loss	(8,660)
Expired Contracts	Cumulative Notional Amount	28,865,613
	Cumulative Realized Profit/Loss	(18,461)
Equity price linked product (Y/N)		N

‧Japan Advanced Semiconductor Mfg., Inc.


		Forward
Margin Payment		-
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	4,037,197
	Mark to Market of Outstanding Contracts	16,230
	Cumulative Unrealized Profit/Loss	(178,216)
Expired Contracts	Cumulative Notional Amount	89,756,498
	Cumulative Realized Profit/Loss	(324,840)
Equity price linked product (Y/N)		N

(2)Derivatives applying hedge accounting.

‧TSMC Global


		Future
Margin Payment		(9,617)
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	644,204
	Mark to Market of Outstanding Contracts	(1,535)
	Cumulative Unrealized Profit/Loss	(12,783)
Expired Contracts	Cumulative Notional Amount	10,438,549
	Cumulative Realized Profit/Loss	(30,232)
Equity price linked product (Y/N)		N

Get the next $TSM alert in real time by email

Recent Analyst Ratings for

$TSM

Date	Price Target	Rating	Analyst
9/16/2025	$275.00 → $325.00	Overweight	Barclays
4/15/2025		Outperform → Buy	Daiwa Securities
7/18/2024	$130.00 → $170.00	Hold	TD Cowen
7/15/2024	$168.00 → $210.00	Buy	Needham
4/18/2024	$100.00 → $130.00	Hold	TD Cowen
4/18/2024		Buy → Outperform	Daiwa Securities
4/10/2024	$133.00 → $168.00	Buy	Needham
1/19/2024	$115.00 → $133.00	Buy	Needham

More analyst ratings

SEC Form 6-K filed by Taiwan Semiconductor Manufacturing Company Ltd.

10/9/25 6:08:39 AM ET

$TSM

Semiconductors

Technology

Get the next $TSM alert in real time by email

6-K 1 tsm-revenue20251009.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 October 2025

(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: October 9, 2025

/s/ Wendell Huang

Wendell Huang

Senior Vice President and Chief Financial Officer

TSMC September 2025 Revenue Report


TSMC September Revenue Report (Consolidated):
							(Unit:NT$ million)

Period	September 2025	August 2025	M-o-M Increase (Decrease) %	September 2024	Y-o-Y Increase (Decrease) %	January to September 2025	January to September 2024	Y-o-Y Increase (Decrease) %
Net Revenue	330,980	335,772	(1.4)	251,873	31.4	2,762,964	2,025,847	36.4

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: [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

1. Revenue (in NT$ thousands)


Period	Items	2025	2024
Sep.	Net Revenue	330,980,920	251,872,717
Jan. ~ Sep.	Net Revenue	2,762,963,851	2,025,846,521

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


Lending Company	Limit of lending	Amount approved by the Board of Directors	Outstanding amount
TSMC China*	110,876,206	28,306,250	14,567,300
TSMC Development**	32,821,191	1,831,860	1,831,860

* The borrower is TSMC Nanjing, a wholly-owned subsidiary of TSMC.

** 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*	1,832,429,590	2,540,585	2,540,585
TSMC**		198,451,500	198,451,500
TSMC***		457,787,235	333,756,846

* 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	210,103,177
	Mark to Market of Outstanding Contracts	(1,144,690)
	Cumulative Unrealized Profit/Loss	(718,754)
Expired Contracts	Cumulative Notional Amount	969,024,470
	Cumulative Realized Profit/Loss	1,877,252
Equity price linked product (Y/N)		N

‧TSMC China


		Forward
Margin Payment		-
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	2,925,696
	Mark to Market of Outstanding Contracts	(2,955)
	Cumulative Unrealized Profit/Loss	(2,891)
Expired Contracts	Cumulative Notional Amount	9,666,466
	Cumulative Realized Profit/Loss	(9,147)
Equity price linked product (Y/N)		N

‧TSMC Nanjing


		Forward
Margin Payment		-
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	8 ,463,834
	Mark to Market of Outstanding Contracts	(9,113)
	Cumulative Unrealized Profit/Loss	(8,660)
Expired Contracts	Cumulative Notional Amount	28,865,613
	Cumulative Realized Profit/Loss	(18,461)
Equity price linked product (Y/N)		N

‧Japan Advanced Semiconductor Mfg., Inc.


		Forward
Margin Payment		-
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	4,037,197
	Mark to Market of Outstanding Contracts	16,230
	Cumulative Unrealized Profit/Loss	(178,216)
Expired Contracts	Cumulative Notional Amount	89,756,498
	Cumulative Realized Profit/Loss	(324,840)
Equity price linked product (Y/N)		N

(2)Derivatives applying hedge accounting.

‧TSMC Global


		Future
Margin Payment		(9,617)
Premium Income (Expense)		-
Existing Contracts	Outstanding Notional Amount	644,204
	Mark to Market of Outstanding Contracts	(1,535)
	Cumulative Unrealized Profit/Loss	(12,783)
Expired Contracts	Cumulative Notional Amount	10,438,549
	Cumulative Realized Profit/Loss	(30,232)
Equity price linked product (Y/N)		N

Get the next $TSM alert in real time by email

Recent Analyst Ratings for

$TSM

Date	Price Target	Rating	Analyst
9/16/2025	$275.00 → $325.00	Overweight	Barclays
4/15/2025		Outperform → Buy	Daiwa Securities
7/18/2024	$130.00 → $170.00	Hold	TD Cowen
7/15/2024	$168.00 → $210.00	Buy	Needham
4/18/2024	$100.00 → $130.00	Hold	TD Cowen
4/18/2024		Buy → Outperform	Daiwa Securities
4/10/2024	$133.00 → $168.00	Buy	Needham
1/19/2024	$115.00 → $133.00	Buy	Needham

More analyst ratings

SEC Form 6-K filed by Taiwan Semiconductor Manufacturing Company Ltd.

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Recent Analyst Ratings for
$TSM

SEC Form 6-K filed by Taiwan Semiconductor Manufacturing Company Ltd.

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