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1、Unleash InnovationTSMC,Ltd02023TSMC PropertyUnleash Innovation2023 Second Quarter Earnings Conference July 20,2023Unleash InnovationTSMC,Ltd12023TSMC PropertyAgendaWelcomeJeff Su,IR Director2Q23 Financial Results and 3Q23 OutlookWendell Huang,CFOKey Messages Wendell Huang,CFO C.C.Wei,CEOMark Liu,Cha

2、irmanQ&AUnleash InnovationTSMC,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

3、 as to those factors that could cause actual results to vary can be found in TSMCs 2022 Annual Report on Form 20-F filed with the United States Securities and Exchange Commission(the“SEC”)on April 20,2023 and such other documents as TSMC may file with,or submit to,the SEC from time to time.Except as

4、 required by law,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 2Q23(In NT$billio

5、ns unless otherwise noted)GuidanceNet Revenue(US$billions)15.6815.2-16.016.7218.16-6.2%-13.7%Net Revenue480.84508.63534.14-5.5%-10.0%Gross Margin54.1%52%-54%56.3%59.1%-2.2 ppts-5.0 pptsOperating Expenses(58.19)(55.31)(53.38)+5.2%+9.0%Operating Margin42.0%39.5%-41.5%45.5%49.1%-3.5 ppts-7.1 pptsNon-Op

6、erating Items12.7213.043.88-2.5%+228.3%Net Income to Shareholders of the Parent Company181.80206.99237.03-12.2%-23.3%Net Profit Margin37.8%40.7%44.4%-2.9 ppts-6.6 pptsEPS(NT Dollar)7.017.989.14-12.2%-23.3%ROE23.2%27.5%39.4%-4.3 ppts-16.2 pptsShipment(Kpcs,12-equiv.Wafer)2,9163,2273,799-9.6%-23.2%Ave