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1、Unleash InnovationTSMC,Ltd02023TSMC PropertyUnleash Innovation2023 First Quarter Earnings Conference April 20,2023Unleash InnovationTSMC,Ltd12023TSMC PropertyAgendaWelcomeJeff Su,IR Director1Q23 Financial Results and 2Q23 OutlookWendell Huang,CFOKey Messages Wendell Huang,CFO C.C.Wei,CEOQ&AUnleash I

2、nnovationTSMC,Ltd22023TSMC PropertySafe Harbor NoticeTSMCs 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 fact

3、ors that could cause actual results to vary can be found in TSMCs 2021 Annual Report on Form 20-F filed with the United States Securities and Exchange Commission(the“SEC”)on April 14,2022 and such other documents as TSMC may file with,or submit to,the SEC from time to time.Except as required by law,

4、we undertake no obligation to update any forward-looking statement,whether as a result of new information,future events,or otherwise.Unleash InnovationTSMC,Ltd32023TSMC PropertyStatements of Comprehensive IncomeSelected Items from Statements of Comprehensive Income 1Q23(In NT$billions unless otherwi

5、se noted)GuidanceNet Revenue(US$billions)16.7216.7-17.519.9317.57-16.1%-4.8%Net Revenue508.63625.53491.08-18.7%+3.6%Gross Margin56.3%53.5%-55.5%62.2%55.6%-5.9 ppts+0.7 pptOperating Expenses(55.31)(64.54)(48.61)-14.3%+13.8%Operating Margin45.5%41.5%-43.5%52.0%45.6%-6.5 ppts-0.1 pptNon-Operating Items

6、13.049.633.04+35.4%+328.6%Net Income to Shareholders of the Parent Company206.99295.90202.73-30.0%+2.1%Net Profit Margin40.7%47.3%41.3%-6.6 ppts-0.6 pptEPS(NT Dollar)7.9811.417.82-30.0%+2.1%ROE27.5%41.7%36.2%-14.2 ppts-8.7 pptsShipment(Kpcs,12-equiv.Wafer)3,2273,7023,778-12.8%-14.6%Average Exchange