TSMC

TSMC posted May 2026 revenue of NT$417.0B (US$13.0B approx), up 30.1% YoY and 1.5% MoM, marking continued strength driven by AI accelerator and HPC demand. YTD revenue reached NT$1.96T, up 30.0% versus the same period last year, signaling sustained AI-led cyclical upturn with no sign of order pullback heading into 2H26.

TSMC has released its May 2026 monthly revenue figures, a closely watched leading indicator for global semiconductor demand and AI accelerator shipments. Monthly revenue disclosures are material to investors tracking foundry utilization, advanced-node ramp, and quarterly guidance trajectory. Full body available on MOPS.

TSMC announced the resolutions passed at its Annual General Meeting of Shareholders. Typical AGM agenda items include approval of the prior year's financial statements, profit distribution (dividends), and election or governance matters. Full body available on MOPS.

TSMC disclosed the material resolutions adopted at its Annual General Shareholders' Meeting, which typically cover items such as approval of the prior-year financial statements, profit distribution (dividends), and director elections or amendments to corporate governance documents. Only the subject line is available; specific resolutions and any dividend or governance changes must be confirmed from the full filing. Full body available on MOPS.

TSMC announced on behalf of its wholly-owned subsidiary TSMC Global Ltd. the acquisition of fixed income securities, a routine treasury/cash management activity. Such disclosures typically reflect deployment of surplus corporate cash into investment-grade debt instruments rather than a strategic transaction. Full body available on MOPS.

The company announced on behalf of its wholly-owned subsidiary TSMC Global Ltd. the acquisition of fixed income securities, a routine treasury cash management activity. This reflects ordinary deployment of the subsidiary's cash reserves into interest-bearing instruments rather than a strategic investment. Full body available on MOPS.

TSMC announced on behalf of its wholly-owned subsidiary TSMC Global Ltd. the acquisition of fixed income securities, a routine treasury/cash management activity for deploying corporate liquidity. Such transactions are standard for managing the group's large offshore cash reserves and typically do not signal a change in business strategy. Full body available on MOPS.

TSMC announced on behalf of its subsidiary TSMC Global Ltd. the disposal of fixed-income securities, a routine treasury/cash-management transaction. Such disposals typically reflect ordinary portfolio rebalancing rather than a strategic shift. Full body available on MOPS.

TSMC announced an adjustment to the cash dividend per share for the fourth quarter of fiscal year 2025 (民國114年Q4). Dividend changes are material to shareholders as they directly affect income returns and may signal management's view on capital allocation and earnings outlook. Full body available on MOPS.

TSMC announced on behalf of its wholly-owned subsidiary TSMC Global Ltd. the acquisition of fixed income securities, a routine treasury/cash-management activity. The disclosure is required under Taiwan's material information rules whenever a subsidiary's investment crosses reporting thresholds. Full body available on MOPS.

TSMC posted August 2025 revenue of NT$323.2B (~US$10.4B), up 25.8% YoY and 22.6% MoM, signaling a sharp sequential acceleration. The double-digit MoM jump points to sustained AI/HPC demand pull-through, consistent with leading-edge and CoWoS-tied advanced packaging capacity ramps supporting HBM/accelerator builds.

TSMC reported September 2025 revenue of NT$335.8B (~US$10.5B), up 33.8% YoY and 3.9% MoM, reflecting continued strong demand for advanced-node AI accelerator and HPC silicon. The double-digit YoY acceleration alongside sequential growth signals sustained AI/HBM-adjacent capacity tightness heading into Q4.

TSMC reported October 2025 revenue of NT$331.0B (~US$10.5B), up 31.4% YoY but down 1.4% MoM after a strong September. The robust YoY growth continues to reflect surging demand for advanced nodes powering AI accelerators and HBM logic dies, signaling that the AI-driven capex cycle remains firmly intact heading into Q4.

TSMC reported November 2025 revenue of NT$367.5B (~US$11.4B), up 16.94% YoY and rebounding sharply +11.03% MoM. The double-digit YoY growth alongside a strong sequential acceleration reinforces sustained AI/HPC and advanced-node demand momentum heading into year-end.

TSMC reported December 2025 revenue of NT$343.6B, up 24.5% year-over-year but down 6.5% month-over-month. The strong YoY growth continues to reflect robust demand for advanced nodes tied to AI accelerators and HBM-adjacent logic, while the sequential dip is consistent with typical end-of-quarter shipment timing rather than a demand inflection.

TSMC reported January 2026 revenue of NT$335.0B (~US$10.4B), up 20.4% YoY but down 2.51% MoM off a record December. The double-digit YoY growth reflects sustained AI accelerator and HBM-adjacent advanced-node demand (N3/N5), with the modest sequential dip consistent with seasonal post-holiday patterns rather than any softening in AI capex.

TSMC reported February 2026 revenue of NT$401.3B (~US$12.5B), up 36.8% YoY and 19.8% MoM — an unusually strong sequential gain for a February, which is typically seasonally soft due to Lunar New Year shutdowns. The acceleration points to sustained AI accelerator and HBM-adjacent advanced-node demand (N3/N5) outpacing the post-CNY normalization seen in prior cycles.

TSMC reported March 2026 revenue of NT$317.7B (~US$10.2B), up 22.2% YoY but down 20.8% MoM after February's seasonal strength. The strong YoY growth continues to reflect robust AI accelerator and HBM-adjacent advanced-node demand (N3/N5), while the MoM pullback reflects normal post-CNY/February calendar effects rather than a demand inflection.

TSMC announced it has been invited to attend an institutional investor conference, where management is expected to engage with analysts and investors. Such events may include discussion of business outlook or operational updates, though no new material financial information is typically disclosed beyond previously published data. Full body available on MOPS.

The company completed the recall and cancellation of restricted employee stock awards and registered the corresponding change to its paid-in capital. This is a routine administrative follow-up to forfeitures under the restricted stock employee compensation plan, with negligible dilution impact. Full body available on MOPS.

TSMC announced on behalf of its wholly-owned subsidiary TSMC Global Ltd. the acquisition of fixed income securities, a routine treasury/cash management activity. Full transaction details (issuer, amount, maturity) are available on MOPS. Source is only a subject line — full body available on MOPS.

TSMC disclosed that its wholly-owned subsidiary TSMC Global Ltd. has acquired fixed-income securities as part of routine treasury and cash management activities. Such transactions are standard for managing the group's substantial cash reserves and are not expected to have a material impact on operations. Full body available on MOPS.

TSMC announced on behalf of its wholly-owned subsidiary TSMC Global Ltd. the acquisition of fixed income securities, a routine treasury/cash management activity using the subsidiary's offshore liquidity. Such filings are standard disclosures under TWSE rules when investment amounts exceed reporting thresholds and typically do not signal a change in operating or financial strategy. Full body available on MOPS.

The company announced it has been invited to participate in an institutional investor conference, where management will engage with analysts and investors. Such events are routine investor relations activities and typically do not involve disclosure of material non-public information. Full body available on MOPS.

TSMC announced on behalf of its wholly-owned subsidiary TSMC Global Ltd. the acquisition of fixed income securities, a routine treasury/cash management activity for the subsidiary's working capital. Full body available on MOPS.

TSMC is announcing, on behalf of its wholly-owned subsidiary TSMC Global Ltd., that the subsidiary has acquired fixed income securities. This type of transaction typically reflects routine treasury management — deploying surplus cash into bonds or similar instruments — and has limited direct operational impact. Full body available on MOPS.

TSMC has filed a material information announcement on behalf of its wholly-owned subsidiary TSMC Global Ltd. disclosing the acquisition of fixed income securities. The nature, size, issuer, and terms of the securities are not available from the subject line alone, but the transaction was deemed sufficiently material to require a TWSE disclosure. Investors should consult the full filing on MOPS for instrument details, notional amount, and strategic rationale. Full body available on MOPS.

TSMC announced the disposal (sale) of shares in Vanguard International Semiconductor Corporation (VIS; TWSE: 5347), filed as a supplement to its original announcement of May 15, 2026. Vanguard is a mature-node wafer foundry in which TSMC has historically held a significant equity stake. The reduction or exit of a strategic holding may affect TSMC's investment income, balance sheet composition, and its ongoing relationship with VIS. Full body available on MOPS.

TSMC reported Q1 2026 revenue of NT$1,134.1B and net income of NT$572.8B, with basic EPS of NT$22.08. Operating income reached NT$659.0B, implying an operating margin of approximately 58.1%, well above semiconductor sector norms and reflecting continued strength in advanced-node and AI-related demand.

TSMC announced on behalf of its wholly-owned subsidiary TSMC Global Ltd. the acquisition of fixed income securities, a routine treasury management activity to deploy offshore cash reserves. Such transactions are standard for managing the subsidiary's working capital and typically have no material operational impact. Full body available on MOPS.

TSMC announced the disposal of shares in Vanguard International Semiconductor Corporation (世界先進), its affiliated 8-inch foundry. Share sales by TSMC in VIS can signal portfolio rebalancing or capital recycling and typically move VIS's stock; investors should review the disposal size, price, and remaining stake. Full body available on MOPS.

TSMC announced plans to sell an 8.1% equity stake in Vanguard International Semiconductor (VIS), a Taiwan-listed foundry specializing in mature-node and analog processes in which TSMC has long been a strategic shareholder. A divestiture of this size is material for both companies — it could pressure VIS's share price near-term and signals TSMC's intent to reduce its holding in the mature-node affiliate. Full body available on MOPS.

TSMC has announced the principal issuance terms for its 2026 Series 2 unsecured ordinary corporate bond, designated as a green bond. Green bond issuance is a routine financing vehicle used to fund environmentally qualifying capex (e.g., energy-efficient fabs, renewable energy procurement), and key terms typically include size, tenor, coupon, and use of proceeds. Full body available on MOPS.

TSMC reported April 2026 revenue of NT$410.73B, up 17.5% YoY but down 1.1% MoM from March's NT$415.19B. The strong YoY growth continues to reflect robust AI accelerator and HBM-related advanced node demand, while the modest sequential dip suggests normal monthly lumpiness rather than a cyclical inflection.