Amounts in this file are converted from New Taiwan dollars (and, for the Sony venture, Japanese yen) to US dollars; percentage changes are US-dollar changes unless stated otherwise. ## Filings that contain financial statements - Form 6-K filed 2026-07-16, accession 0001046179-26-000451: second-quarter 2026 earnings release (Exhibit 99.1) for the quarter ended 2026-06-30. It holds a summary consolidated results table (net sales, gross profit, income from operations, income before tax, net income, EPS) for 2Q26, 2Q25 and 1Q26, plus margins and the third-quarter outlook. It is not a full set of statements. The release notes the 2Q26 figures were not yet approved by the Board; the Board approved them on 2026-08-11. Exhibit 99.2 is the earnings conference presentation. - Form 6-K filed 2026-08-14, accession 0001046179-26-000541: Exhibit 99.1 carries the full consolidated interim financial statements for the six months ended 2026-06-30 and 2025, with Deloitte & Touche's review report dated 2026-08-11. It holds the consolidated balance sheets (June 30, 2026 and 2025), statements of comprehensive income (three and six months), statements of changes in equity, statements of cash flows (six months) and notes, under Taiwan-IFRSs. ## Results and outlook - 2026-07-16 (6-K 0001046179-26-000451): Second-quarter 2026 consolidated revenue was $40.20 billion, up 33.7% year over year and 12.1% from the first quarter (up 36.0% and 12.0% in NT$ terms). Net income was $22.36 billion, up 74.3% year over year and 23.5% quarter over quarter (up 77.4% and 23.4% in NT$ terms). Diluted EPS was $4.31 per ADS. Gross margin was 67.7%, operating margin 60.3%, net margin 55.6%. Wafer revenue by node: 2-nanometer 3%, 3-nanometer 30%, 5-nanometer 33%, 7-nanometer 11%; advanced technologies (7-nanometer and below) were 77%. - Guidance, same filing: third-quarter 2026 revenue of $44.6 billion to $45.8 billion, gross margin 65% to 67%, operating margin 56% to 58%, at an assumed 32 NT dollars per US dollar. Management cited continued strong leading-edge demand and a steep ramp of 2-nanometer. Full-year outlook, from the presentation in the same filing: 2026 revenue is expected to increase by slightly above 40% in US dollar terms. The release does not state a prior guidance range. - 2026-08-11 (6-K 0001046179-26-000536): The Board approved the 2Q26 business report and financial statements (revenue $40.20 billion, net income $22.36 billion, diluted EPS $4.31 per ADS). ## Capital actions - Dividend, 2026-08-11 (6-K 0001046179-26-000536): the Board approved a cash dividend for the second quarter of 2026 of $1.08 per ADS (5 common shares per ADS). Ex-dividend and record date for ADSs is 2026-12-10; common-share record date is 2026-12-16; payment is 2027-01-07. Foreign shareholders investing under Taiwan's overseas-investor regulations will have the option to receive the dividend in US dollars starting with this distribution. - First-quarter 2026 dividend, 2026-09-01 (6-K 0001046179-26-000552): the Board had approved a dividend of $1.11 per ADS on 2026-05-12, payable 2026-10-08. The per-share amount was adjusted slightly upward (still $1.11 per ADS) because of reclaimed restricted shares (total $5.75 billion as approved). - Capital appropriations, 2026-08-11 (6-K 0001046179-26-000536): approximately $29,442.50 million for advanced technology capacity, advanced packaging, mature and specialty capacity, and fab construction and facility systems. The 2026-09-24 monthly report (accession 0001046179-26-000660) itemises the same approval: $16,035 million advanced-technology equipment, $4,791 million packaging/mature/specialty equipment and $8,616 million real estate and capitalized leases. An earlier appropriation set, approved before the 2026-06-25 report (accession 0001046179-26-000377), was $21,013 million for equipment and $10,271 million for real estate and leases. - Bonds: unsecured NT-dollar bonds issued in May 2026 (series 115-2: $436.72 million at 1.80% for five years and $149.82 million at 1.85% for ten years; accession 0001046179-26-000377) and July 2026 (series 115-3: $433.84 million at 2.03% for five years and $139.45 million at 2.10% for ten years; accession 0001046179-26-000545). - Share cancellation: 154,454 reclaimed restricted-stock shares cancelled (record date 2026-05-12; accession 0001046179-26-000377). ## Divestiture - 2026-05-15 (6-K 0001046179-26-000541, notes 13 and 23; 6-K 0001046179-26-000451, presentation recap; 6-K 0001046179-26-000377, $784.05 million equity disposition reported for May 2026): TSMC sold 152,000 thousand shares of VIS (about 8.1% of VIS), and its stake fell from 28% to 19%. It lost significant influence and reclassified the retained stake to FVTOCI at $1.78 billion fair value. It recognized a $2.00 billion gain on disposal in the second quarter of 2026. ## Joint venture (signed, not closed) - 2026-08-11 (6-K 0001046179-26-000539, and Board approval in 0001046179-26-000536): Sony Semiconductor Solutions and TSMC signed a legally binding definitive agreement to form Advanced Vision Semiconductor Manufacturing Corporation in Koshi City, Kumamoto, Japan, for next-generation smartphone image sensors. Sony will be the sole controlling shareholder and consolidate the venture. Sony plans to contribute about $2.92 billion (465 billion yen; cash and its newly built Koshi fab through a company split); TSMC plans cash contributions of about $1.77 billion (282 billion yen), made in phases as demand dictates. Formation is subject to regulatory approvals and customary closing conditions, so it has not closed. It follows a preliminary agreement announced 2026-05-08; the earnings presentation in 6-K 0001046179-26-000451 records that preliminary agreement. ## Monthly revenue (consolidated) - May 2026: $13.24 billion (+24.8% year over year); January-May $62.05 billion (+32.8%). Accession 0001046179-26-000367. - June 2026: $14.00 billion (+57.3% year over year, against a weak June 2025 of $8.90 billion); January-June $76.05 billion (+36.7%). Accession 0001046179-26-000447. - July 2026: $14.51 billion (+31.8%); January-July $90.58 billion (+36.1%). Accession 0001046179-26-000471. - August 2026: $16.08 billion (+44.4%, +10.8% month over month); January-August $106.68 billion (+37.4%). Accession 0001046179-26-000658. ## Governance and other - 2026-06-04 (6-K 0001046179-26-000302): The annual shareholders' meeting acknowledged the 2025 business report (revenue $122.44 billion, net income $55.22 billion, diluted EPS $10.65 per ADS) and approved amendments to the Articles of Incorporation. The net income and EPS are figures from the Taiwan-IFRS statements, which differ from the IASB-basis figures in the Form 20-F (net income $54.57 billion under IFRS as issued by the IASB). - 2026-08-06 (6-K 0001046179-26-000541, note 33(c)): The U.S. International Trade Commission investigation brought by Longitude Licensing and Marlin Semiconductor (five patents, filed February 2025) was terminated following the parties' joint motion of 2026-07-13. No terms were disclosed. - 2026-07-02 (6-K 0001046179-26-000381): The Treasurer of TSMC Arizona Corporation, Gina Proctor, left that role effective 2026-07-01; a successor is to be appointed by that subsidiary's board. - Insider holdings (accessions 0001046179-26-000377, -000459, -000545, -000660): a vice president, Arthur Chuang, reduced holdings by 200,000 shares in May and 1,000,000 in June 2026, to 3,488,305 shares; other vice presidents made small purchases. No share pledges were reported. - Monthly reports also disclose intercompany guarantees (TSMC Arizona, TSMC Global, TSMC North America) and a loan to TSMC Washington via TSMC Development; nothing unusual is flagged.