TSMWF TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
NEUTRAL
Impact: 4/10
6-K
Notable filing: 6-K
Latest settled — T+20d ⚠ clustered
TSMWF ▲ +0.00% at T+20d
NEUTRAL call ✓ call won +0.00% · α vs SPY -0.02% · entry $17.24 → $17.24
Last close $17.24 (close Jun 12) · +0.00% from $17.24 entry
T+1d
-0.00%
call -0.00% · α -0.23%
$17.24
settled 5w ago
T+5d
+0.00%
call +0.00% · α -1.46%
$17.24
settled 4w ago
T+20d
+0.00%
call +0.00% · α -0.02%
$17.24
settled 7d ago
T+60d
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call — · α —
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in 7w
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.
Actionable Insight
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.
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)
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000213 |
| Document: 0001046179-26-000213-index-headers.html | 0001046179-26-000213 |
| Document: 0001046179-26-000213-index.html | 0001046179-26-000213 |
| Document: 0001046179-26-000213.txt | 0001046179-26-000213 |
13 reports for TSMWF
60%
Hit rate
best @ T+20▲ +0.00%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 10, 2026
5d ago
|
6-K
| $17.24 awaiting T+1 | awaiting T+1 | — | $17.24 (+0.00%) |
|
Jun 4, 2026
10d ago
|
6-K
| $17.24 $17.24 | · 0.00% | ▲ +2.60% | $17.24 (+0.00%) |
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May 15, 2026
4w ago
|
6-K
| $17.24 $17.24 | · 0.00% | ▲ +0.06% | $17.24 (+0.00%) |
|
May 15, 2026
4w ago
|
6-K
| $17.24 $17.24 | · 0.00% | ▲ +0.06% | $17.24 (+0.00%) |
|
May 12, 2026
4w ago
|
6-K
| $17.24 $17.24 | · 0.00% | ▼ −0.58% | $17.24 (+0.00%) |
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May 12, 2026
4w ago
|
6-K
| $17.24 $17.24 | ▼ −0.00% | ▼ −0.54% | $17.24 (+0.00%) |
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May 8, 2026
5w ago
|
6-K
| $17.24 $17.24 | ▼ −0.00% | ▼ −0.23% | $17.24 (+0.00%) |
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May 8, 2026
5w ago
|
6-K
| $17.24 $17.24 | ▼ −0.00% | ▼ −0.23% | $17.24 (+0.00%) |
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Apr 24, 2026
7w ago
|
6-K
| $17.24 $17.24 | ▼ −0.00% | ▼ −0.16% | $17.24 (+0.00%) |
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Apr 17, 2026
8w ago
|
6-K
| $17.24 $17.24 | ▼ −0.00% | ▲ +0.19% | $17.24 (+0.00%) |
Showing 10 of 13
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