🇺🇸 SECTAIWAN SEMICOND ADSCodex · 实盘不做把握 9/10不做原因:无增量信息
北京时间·🕒 发布 18:07:38·⟳ 抓取 18:08:18 +40s·⚡ 决策 09-01 18:26:27 +18m09s·55.9 天前
台积电将2026年一季度每股现金股利由7.0新台币微调至7.00000137新台币
该6-K披露只是既定现金股利的小数尾差调整，金额增量对台积电ADR或普通股均无可交易基本面影响。
📄 原文TAIWAN SEMICOND ADS↗ 原文
----- tsm-dividendadjustmentx202.htm ----- 6-K 1 tsm-dividendadjustmentx202.htm 6-K Document 1934 Act Registration No.…
不做 台湾积体电路制造股份有限公司（TSM.US）
不做：本次只是每股NT$0.00000137的股利尾差调整，无收入、利润、订单、指引或资本回报政策增量。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
台积电此前已批准2026年一季度每股NT$7.0现金股利，本次只因流通股数轻微变化将每股金额调整到NT$7.00000137；每股差额约NT$0.00000137，既不构成新增分红政策变化，也不改变收入、利润、资本开支或AI半导体需求逻辑，因此无短线交易edge。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 low ↗
主要风险
- 若市场误读为新增分红或资本回报提升，需注意该公告实际只是尾差调整。
先例如何影响了这次决策
对本次决策的影响:先例不会改变本次结论；核心判断来自公告金额尾差本身。
方向:行政性股利尾差调整不需要用历史先例校准方向，因事件本身无经济增量。
涨幅量级:未使用先例校准幅度；每股增量已由原文直接给出，数量级不足以影响交易。
形态:不适用。
原文全文
展开原文 · 2,247 字
----- tsm-dividendadjustmentx202.htm -----
6-K
1
tsm-dividendadjustmentx202.htm
6-K
Document
1934 Act Registration No. 1-14700
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_____________________________
FORM 6-K
_____________________________
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 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
Republic of China
(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: September 1, 2026
By
/s/ Wendell Huang
Wendell Huang
Senior Vice President and Chief Financial Officer
Adjustment to Cash Dividend Per Share
TSMC Board of Directors on May 12, 2026 approved to distribute NT$181,526,590,469 as cash dividend (NT$7.0 per common share) for the first quarter of 2026, and the dividend will be paid on October 8, 2026. Due to the reclamation of shares from 2024 restricted stock awards during the period between the date the Company's board approved said dividend distribution and the record date of the distribution, the number of common shares outstanding has changed slightly, resulting in a miniscule difference in the dividend per share compared to the original amount approved by the Company's board. The cash dividend for the first quarter of 2026 is hereby adjusted to NT$7.00000137 per common share.
6-K
1
tsm-dividendadjustmentx202.htm
6-K
Document
1934 Act Registration No. 1-14700
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_____________________________
FORM 6-K
_____________________________
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 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
Republic of China
(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: September 1, 2026
By
/s/ Wendell Huang
Wendell Huang
Senior Vice President and Chief Financial Officer
Adjustment to Cash Dividend Per Share
TSMC Board of Directors on May 12, 2026 approved to distribute NT$181,526,590,469 as cash dividend (NT$7.0 per common share) for the first quarter of 2026, and the dividend will be paid on October 8, 2026. Due to the reclamation of shares from 2024 restricted stock awards during the period between the date the Company's board approved said dividend distribution and the record date of the distribution, the number of common shares outstanding has changed slightly, resulting in a miniscule difference in the dividend per share compared to the original amount approved by the Company's board. The cash dividend for the first quarter of 2026 is hereby adjusted to NT$7.00000137 per common share.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。