TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

Taiwan Semiconductor Manufacturing Company Limited (TSMC) and Sony Semiconductor Solutions Corporation have executed a definitive agreement to establish a joint venture, Advanced Vision Semiconductor Manufacturing Corporation, in Japan. This JV will focus on the development and manufacturing of next-generation image sensors for smartphones, with volume production anticipated to begin in 2029. Sony will be the sole controlling shareholder, contributing approximately 465 billion yen, while TSMC will contribute approximately 282 billion yen, with potential Japanese government support for further investments.

Taiwan Semiconductor Manufacturing Company (TSMC) Board of Directors approved significant capital appropriations of approximately US$29.44 billion for advanced technology capacity, packaging, and fab construction to meet long-term market demand. The Board also approved the formation of a new joint venture with Sony Semiconductor Solutions Corporation for developing and manufacturing next-generation image sensors, with TSMC subscribing up to 282 billion Japanese yen in shares. Additionally, the Board approved the Q2 2026 financial results, reporting NT$1,270.38 billion in consolidated revenue, NT$706.56 billion in net income, and diluted EPS of NT$27.25. A cash dividend of NT$7.0 per share for Q2 2026 was also approved, payable on January 7, 2027, with an option for foreign shareholders to receive dividends in U.S. dollars.

Taiwan Semiconductor Manufacturing Company (TSMC) announced its consolidated net revenue for July 2026 was NT$467.58 billion, representing a 44.7% increase from July 2025 and a 5.6% increase from June 2026. For the period of January through July 2026, total revenue reached NT$2,872.06 billion, an increase of 37.0% compared to the same period in 2025. The report also detailed outstanding funds lent to subsidiaries, endorsements and guarantees provided, and financial derivative transactions.

Taiwan Semiconductor Manufacturing Company Limited (TSMC) filed a 6-K report detailing its monthly updates for June 2026. Key changes include a decrease of 1,000,000 shares for VP Arthur Chuang and increases of 2,000 shares each for VPs B.Z. Tien and Lipen Yuan. The company also reported NT$11.6 billion in fixed-income investment acquisitions and NT$0.4 billion in dispositions during the month. No changes were noted for pledged shares, capital appropriations, unsecured bonds issued, or common share cancellations.

TSMC reported strong second-quarter 2026 financial results, with consolidated revenue reaching NT$1,270.38 billion (US$40.20 billion), marking a 36.0% year-over-year increase. Net income surged by 77.4% to NT$706.56 billion, and diluted EPS rose to NT$27.25. The company's advanced technologies, including 2nm, 3nm, 5nm, and 7nm, collectively contributed 77% of total wafer revenue. Looking ahead, TSMC anticipates continued strong demand for its leading-edge process technologies, projecting third-quarter 2026 revenue between US$44.6 billion and US$45.8 billion.

Taiwan Semiconductor Manufacturing Company (TSMC) announced strong revenue growth for June 2026. Net revenue reached NT$442.68 billion, marking a 6.2% increase from May 2026 and a substantial 67.9% increase year-over-year from June 2025. For the first half of 2026, total revenue was NT$2,404.48 billion, up 35.6% compared to the same period in 2025. The company also provided updates on funds lent to subsidiaries, endorsements and guarantees, and financial derivative transactions.

Taiwan Semiconductor Manufacturing Company Limited (TSMC) announced a change in the leadership of its subsidiary, TSMC Arizona Corporation. Gina Proctor has ceased to serve as the Treasurer of TSMC Arizona Corporation, effective July 1, 2026. The company stated that a new Treasurer will be appointed and announced by the Board of Directors of TSMC Arizona Corporation.

Taiwan Semiconductor Manufacturing Company Limited (TSMC) announced significant capital appropriations for May 2026, including US$21,013 million for advanced technology capacity machinery and US$10,271 million for real estate. The company also reported NT$24.6 billion in fixed-income investment acquisitions and NT$24.7 billion in equity investment dispositions. Additionally, TSMC issued unsecured bonds totaling NT$18.4 billion and canceled 154,454 common shares.

TSMC announced strong revenue growth for May 2026, with consolidated net revenue reaching NT$416.98 billion, marking a 30.1% increase year-over-year and a 1.5% rise from the previous month. The company's cumulative revenue for the first five months of 2026 also showed robust performance, increasing 30.0% year-over-year to NT$1,961.80 billion. The report also detailed outstanding funds lent to subsidiaries, endorsements and guarantees, and financial derivative transactions.

Taiwan Semiconductor Manufacturing Company Limited (TSMC) held its 2026 Annual Shareholders Meeting on June 4, 2026. During the meeting, shareholders acknowledged the 2025 Business Report and Financial Statements, which reported consolidated revenue of NT$3,809.05 billion, net income of NT$1,717.88 billion, and diluted earnings per share of NT$66.25. Additionally, amendments to TSMC Articles of Incorporation were approved.