TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (Form: 6-K, Received: 07/16/2026 07:46:13)

1934 Act Registration No. 1-14700

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_____________________________

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

(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 16, 2026

/s/ Wendell Huang

Wendell Huang

Senior Vice President & Chief Financial Officer

TSMC Reports Second Quarter EPS of NT$27.25

HSINCHU, Taiwan, R.O.C., Jul. 16, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,270.38 billion, net income of NT$706.56 billion, and diluted earnings per share of NT$27.25 (US$4.31 per ADR unit) for the second quarter ended June 30, 2026.

Year-over-year, second quarter revenue increased 36.0%, while net income and diluted EPS both increased 77.4%. Compared to first quarter 2026, second quarter results represented a 12.0% increase in revenue and a 23.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.

In US dollars, second quarter revenue was $40.20 billion, which increased 33.7% year-over-year and increased 12.0% from the previous quarter.

Gross margin for the quarter was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%.

In the second quarter, shipments of 2-nanometer accounted for 3% of total wafer revenue; 3-nanometer accounted for 30%; 5-nanometer accounted for 33%; and 7-nanometer accounted for 11%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 77% of total wafer revenue.

“Our business in the second quarter was supported by strong demand for our leading-edge process technologies,” said Wendell Huang, Senior VP and Chief Financial Officer of TSMC. “Moving into third quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies, including the steep ramp-up of our 2-nanometer technology.”

Based on the Company’s current business outlook, management expects the overall performance for third quarter 2026 to be as follows:

•Revenue is expected to be between US$44.6 billion and US$45.8 billion;

And, based on the exchange rate assumption of 1 US dollar to 32 NT dollars,

•Gross profit margin is expected to be between 65% and 67%;

•Operating profit margin is expected to be between 56% and 58%.

TSMC’s 2026 second quarter consolidated results:

(Unit: NT$ million, except for EPS)


	2Q26 Amounta	2Q25 Amount	YoY Inc. (Dec.) %	1Q26 Amount	QoQ Inc. (Dec.) %
Net sales	1,270,381	933,792	36.0	1,134,103	12.0
Gross profit	860,311	547,369	57.2	751,295	14.5
Income from operations	766,603	463,423	65.4	658,966	16.3
Income before tax	862,430	493,036	74.9	687,800	25.4
Net income	706,562	398,273	77.4	572,480	23.4
EPS (NT$)	27.25b	15.36c	77.4	22.08d	23.4

a: 2Q2026 figures have not been approved by Board of Directors

b: Based on 25,932 million weighted average outstanding shares

c: Based on 25,929 million weighted average outstanding shares

d: Based on 25,931 million weighted average outstanding shares

TSMC pioneered the pure-play foundry business model when it was founded in 1987, and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world.

TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534 customers in 2025 by providing the broadest range of advanced, specialty and advanced packaging technology services. The Company is headquartered in Hsinchu, Taiwan. For more information please visit https://www.tsmc.com.


TSMC Spokesperson: Wendell Huang Senior Vice President and CFO			Media Contacts: Nina Kao Head of Public Relations Tel: 886-3-563-6688 ext.712-5036 Mobile: 886-988-239-163 E-Mail: press@tsmc.com						Ulric Kelly Public Relations Tel: 886-3-563-6688 ext.712-6541 Mobile: 886-978-111-503 E-Mail: press@tsmc.com

Unleash Innovation © 12026 TSMC, Ltd TSMC Property Unleash Innovation 2026 Second Quarter Earnings Conference July 16, 2026

Unleash Innovation © 22026 TSMC, Ltd TSMC Property Agenda • Welcome Jeff Su, IR Director • 2Q26 Financial Results and 3Q26 Outlook Wendell Huang, CFO • Key Messages Wendell Huang, CFO C.C. Wei, Chairman & CEO • Q&A

Unleash Innovation © 32026 TSMC, Ltd TSMC Property Safe Harbor Notice • TSMC’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward-looking statements. • Information as to those factors that could cause actual results to vary can be found in TSMC’s 2025 Annual Report on Form 20-F filed with the United States Securities and Exchange Commission (the “SEC”) on April 16, 2026 and such other documents as TSMC may file with, or submit to, the SEC from time to time. • Except as required by law, we undertake no obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise.

Unleash Innovation © 42026 TSMC, Ltd TSMC Property Statements of Comprehensive Income Selected Items from Statements of Comprehensive Income 2Q26 2Q26 1Q26 2Q25 2Q26 Over 1Q26 2Q26 Over 2Q25(In NT$ billions unless otherwise noted) Guidance Net Revenue (US$ billions) 40.20 39.0-40.2 35.90 30.07 +12.0% +33.7% Net Revenue 1,270.38 1,134.10 933.79 +12.0% +36.0% Gross Margin 67.7% 65.5%-67.5% 66.2% 58.6% +1.5 ppts +9.1 ppts Operating Expenses (98.98) (94.01) (84.51) +5.3% +17.1% Operating Margin 60.3% 56.5%-58.5% 58.1% 49.6% +2.2 ppts +10.7 ppts Non-Operating Items 95.83 28.83 29.61 +232.3% +223.6% Net Income Attributable to Shareholders of the Parent Company 706.56 572.48 398.27 +23.4% +77.4% Net Profit Margin 55.6% 50.5% 42.7% +5.1 ppts +12.9 ppts EPS (NT Dollar) 27.25 22.08 15.36 +23.4% +77.4% ROE 45.9% 40.5% 34.8% +5.4 ppts +11.1 ppts Shipment (Kpcs, 12"-equiv. Wafer) 4,336 4,174 3,718 +3.9% +16.6% Average Exchange Rate--USD/NTD 31.60 31.7 31.59 31.05 +0.0% +1.8% * Diluted weighted average outstanding shares were 25,932mn units in 2Q26 ** ROE figures are annualized based on average equity attributable to shareholders of the parent company

Unleash Innovation © 52026 TSMC, Ltd TSMC Property 2Q26 Revenue by Technology 28nm 6% 16/20nm 6% 7nm 11% 5nm 33% 3nm 30% 90nm- 0.13um 2% 40/45nm 2% ≥0.15um 3% 65nm 4% 2nm 3%

Unleash Innovation © 72026 TSMC, Ltd TSMC Property Balance Sheets & Key Indices Selected Items from Balance Sheets 2Q26 1Q26 2Q25 (In NT$ billions) Amount % Amount % Amount % Cash & Marketable Securities 3,518.01 37.5 % 3,383.60 39.0 % 2,634.43 37.6 % Accounts Receivable 440.92 4.7 % 363.01 4.2 % 235.69 3.4 % Inventories 385.53 4.1 % 311.45 3.6 % 304.19 4.3 % Long-term Investments 227.93 2.4 % 166.57 1.9 % 137.43 2.0 % Net PP&E 4,302.88 45.9 % 3,954.68 45.7 % 3,386.21 48.3 % Total Assets 9,375.65 100.0 % 8,660.95 100.0 % 7,006.35 100.0 % Current Liabilities 1,857.76 19.8 % 1,714.25 19.8 % 1,377.31 19.7 % Long-term Interest-bearing Debts 864.27 9.2 % 901.02 10.4 % 883.67 12.6 % Total Liabilities 2,901.18 30.9 % 2,728.56 31.5 % 2,389.72 34.1 % Total Shareholders' Equity 6,474.47 69.1 % 5,932.39 68.5 % 4,616.63 65.9 % Key Indices A/R Turnover Days 29 26 23 Inventory Turnover Days 87 80 76 Current Ratio (x) 2.5 2.5 2.4 Asset Productivity (x) 1.2 1.2 1.1 * Total outstanding shares were 25,932mn units at 6/30/26 ** Asset productivity = Annualized net revenue / Average net PP&E

Unleash Innovation © 82026 TSMC, Ltd TSMC Property Cash Flows * Free cash flow = Cash from operating activities – Capital expenditures (In NT$ billions) 2Q26 1Q26 2Q25 Beginning Balance 3,035.64 2,767.86 2,394.80 Cash from operating activities 783.36 698.97 497.07 Capital expenditures (496.00) (350.76) (297.22) Cash dividends (155.59) (129.66) (116.70) Bonds payable (31.66) 12.40 3.70 Investments and others (1.53) 36.83 (117.13) Ending Balance 3,134.22 3,035.64 2,364.52 Free Cash Flow * 287.36 348.21 199.85

Unleash Innovation © 92026 TSMC, Ltd TSMC Property 3Q26 Guidance Based on our current business outlook, management expects: ▪ Revenue to be between US$44.6 billion and US$45.8 billion And, based on the exchange rate assumption of 1 US dollar to 32 NT dollars, management expects: ▪ Gross profit margin to be between 65% and 67% ▪ Operating profit margin to be between 56% and 58%

Unleash Innovation © 102026 TSMC, Ltd TSMC Property Future Outlook Based on our current business outlook, management expects: ▪ 2026 revenue to increase by slightly above 40% in US dollar terms

Unleash Innovation © 112026 TSMC, Ltd TSMC Property • Please visit TSMC's website (https://www.tsmc.com) and Market Observation Post System (https://mops.twse.com.tw) for details and other announcements • TSMC Sold 8.1% of Vanguard International Semiconductor (2026/05/15) • TSMC Board of Directors Approved NT$7.00 Cash Dividend for the First Quarter of 2026 and Set September 16, 2026 as Ex-Dividend Date, September 22, 2026 as the Record Date and October 8, 2026 as the Distribution Date (2026/05/12) • Sony Semiconductor Solutions and TSMC Entered Preliminary Agreement for Next- Generation Image Sensor Strategic Partnership (2026/05/08) • TSMC Debuted A13 Technology at 2026 North America Technology Symposium (2026/04/23) Recap of Recent Major Events


Exhibit Number			Exhibit Description
99.1			Press release issued by TSMC on July 16, 2026.
99.2			2026 Second Quarter Earnings Conference Presentation Material.