Taiwan Semiconductor Manufacturing Company Limited filed a Form 6-K with the SEC on November 10, 2026, reporting its consolidated net revenue figures for October 2026 and the January through October 2026 year-to-date period.

Key Highlights

  • October 2026 net revenue: approximately NT$586.89 billion on a consolidated basis, according to the filing.
  • Month-over-month increase: October 2026 revenue rose 14.7 percent from September 2026's NT$511,857 million, the filing disclosed.
  • Year-over-year increase: October 2026 revenue increased 59.7 percent compared to October 2025's NT$367,473 million, per the filing.
  • Year-to-date revenue: January through October 2026 net revenue totaled NT$4,485,617 million, an increase of 43.3 percent versus the same period in 2025, the company reported.
  • Lending to subsidiary: TSMC Development had an outstanding loan balance of NT$3,915,120 thousand to TSMC Washington, a wholly-owned subsidiary, as of the end of October 2026.
  • Guarantees to subsidiaries: Outstanding guarantees included NT$2,714,917 thousand to TSMC North America, NT$176,180,400 thousand to TSMC Global, and NT$326,953,998 thousand to TSMC Arizona, all wholly-owned subsidiaries, the filing stated.

TSMC Reports October 2026 Consolidated Revenue Details and Subsidiary Financial Activity

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), listed on both the New York Stock Exchange and the Taiwan Stock Exchange (TWSE: 2330), disclosed its October 2026 revenue report via a Form 6-K filed on November 10, 2026. According to the filing, consolidated net revenue for October 2026 was approximately NT$586.89 billion, representing a 14.7 percent increase from September 2026 and a 59.7 percent increase from October 2025. The year-to-date figure for January through October 2026 reached NT$4,485,617 million, compared to NT$3,130,437 million for the same period in 2025, an increase of 43.3 percent, as stated in the filing.

Beyond revenue, the filing also covered funds lent to other parties, endorsements and guarantees, and financial derivative transactions for October 2026. The company disclosed that TSMC Development had an outstanding lending balance of NT$3,915,120 thousand, with the borrower identified as TSMC Washington, a wholly-owned subsidiary. On guarantees, the filing reported outstanding amounts of NT$2,714,917 thousand to TSMC North America, NT$176,180,400 thousand to TSMC Global, and NT$326,953,998 thousand to TSMC Arizona, each described as a wholly-owned subsidiary of TSMC.

Regarding financial derivatives, the filing disclosed that TSMC held forward contracts not applying hedge accounting with an outstanding notional amount of NT$441,197,649 thousand and a mark-to-market value of negative NT$6,251,892 thousand as of the end of October 2026. Additional forward positions were reported for TSMC China and TSMC Nanjing. TSMC Global held futures contracts applying hedge accounting with an outstanding notional amount of NT$1,148,435 thousand. The filing was signed by Wendell Huang, Senior Vice President and Chief Financial Officer.

What Was Disclosed

The Form 6-K reported TSMC's consolidated net revenue for October 2026 and the January-to-October 2026 year-to-date period, along with October 2026 data on intercompany lending, subsidiary guarantees, and foreign exchange derivative positions for multiple TSMC entities.