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6-K ·Filed May 8, 2026

TSMWF

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
NEUTRAL
Impact 4/10
Horizondays Processed5mo ago SEC0001046179-26-000213
Notable filing: 6-K
Actionable Insight • Neutral

Monthly revenue data is consistent with TSMC's strong secular growth trajectory in AI and advanced nodes. No earnings or guidance revision — the filing is routine. Monitor next quarterly earnings for margin and forward guidance updates.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d ⚠ clustered
TSMWF ▲ +0.00% at T+20d
NEUTRAL call +0.00% · α vs SPY -0.02% · entry $17.24 → $17.24
Next anchor: T+60d due 3mo ago
Entry = T+0 close
May 8, 2026
via day close
T+1d
-0.00%
call -0.00% · α -0.23%
$17.24
settled 6mo ago
T+5d
+0.00%
call +0.00% · α -1.46%
$17.24
settled 6mo ago
T+20d
+0.00%
call +0.00% · α -0.02%
$17.24
settled 5mo ago
T+60d
Pending
due 3mo ago

Price Chart

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Executive Summary

TSMC reported April 2026 net revenue of NT$410.73 billion, up 17.5% YoY but down 1.1% MoM. Year-to-date revenue through April rose 29.9% YoY, reflecting continued strong demand for advanced semiconductors.

Key Facts

  • April 2026 net revenue: NT$410.73 billion, +17.5% YoY, -1.1% MoM
  • January–April 2026 net revenue: NT$1,544.83 billion, +29.9% YoY
  • Monthly revenue report only — no earnings, margins, or guidance provided

Financial Impact

April revenue of NT$410.73 billion represents 17.5% YoY growth; YTD growth of 29.9%

revenue

Risk Factors

  • Monthly MoM decline of 1.1% could signal demand normalization after a strong Q1
  • No profitability or margin data in this filing — revenue growth alone does not guarantee earnings growth

Market Snapshot

Exchange
OTC
Sector
Semiconductors & Related Devices
Analyst Consensus
95% bullish (43 analysts)

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001046179-26-000213
Document: 0001046179-26-000213-index-headers.html0001046179-26-000213
Document: 0001046179-26-000213-index.html0001046179-26-000213
Document: 0001046179-26-000213.txt0001046179-26-000213
13 reports for TSMWF
Performance horizon
50% Hit rate @ T+5 3 of 6 directional calls Went positive at some point 4 of 6 best @ T+1▲ +53.38%Jun 10, 2026
Filters
Rows
Reports for TSMWF — sortable, filterable
TypeNow
Jun 10, 2026
19w ago
6-K
BULLISH ★ 5/10
$11.24 $17.24▲ +53.38%▲ +51.24%—
Jun 4, 2026
20w ago
6-K
NEUTRAL ★ 3/10
$17.24awaiting T+5——
May 15, 2026
23w ago
6-K
NEUTRAL ★ 4/10
$17.24 $17.24· 0.00%▼ −0.96%—
May 15, 2026
23w ago
6-K
BULLISH ★ 7/10
$17.24 $17.24· 0.00%▼ −0.96%—
May 12, 2026
24w ago
6-K
BULLISH ★ 6/10
$17.24 $17.24▲ +0.00%▼ −0.08%—
May 12, 2026
24w ago
6-K
BULLISH ★ 6/10
$17.24 $17.24▲ +0.00%▼ −0.08%—
May 8, 2026
24w ago
6-K
NEUTRAL ★ 4/10
$17.24 $17.24▲ +0.00%▼ −1.46%—
May 8, 2026
24w ago
6-K
NEUTRAL ★ 4/10
$17.24 $17.24▲ +0.00%▼ −1.46%—
Apr 24, 2026
26w ago
6-K
NEUTRAL ★ 4/10
$17.24 $17.24▼ −0.00%▼ −0.91%—
Apr 17, 2026
27w ago
6-K
NEUTRAL ★ 3/10
$17.24 $17.24▼ −0.00%▼ −0.55%—
Showing 10 of 13

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published May 8, 2026