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1、Security B-TSMC Restricted SecretSecurity B-TSMC Restricted Secret Unleash Innovation02025 TSMC,LtdTSMC PropertyUnleash Innovation2025 Third Quarter Earnings Conference October 16,2025Security B-TSMC Restricted SecretSecurity B-TSMC Restricted Secret Unleash Innovation12025 TSMC,LtdTSMC PropertyAgen

2、da WelcomeJeff Su,IR Director 3Q25 Financial Results and 4Q25 OutlookWendell Huang,CFO Key MessagesWendell Huang,CFOC.C.Wei,Chairman&CEO Q&ASecurity B-TSMC Restricted SecretSecurity B-TSMC Restricted Secret Unleash Innovation22025 TSMC,LtdTSMC PropertySafe Harbor Notice TSMCs statements of its curre

3、nt 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 factors that could cause actual results to vary can be found in TSMCs 2024 Annual Repo

4、rt on Form 20-F filed with the United States Securities and Exchange Commission(the“SEC”)on April 17,2025 and such other documents as TSMC may file with,or submit to,the SEC from time to time.Except as required by law,we undertake no obligation to update any forward-looking statement,whether as a re

5、sult of new information,future events,or otherwise.Security B-TSMC Restricted SecretSecurity B-TSMC Restricted Secret Unleash Innovation32025 TSMC,LtdTSMC PropertyStatements of Comprehensive IncomeSelected Items from Statements of Comprehensive Income 3Q253Q252Q253Q243Q25Over 2Q253Q25Over 3Q24(In NT

6、$billions unless otherwise noted)GuidanceNet Revenue(US$billions)33.1031.8-33.030.0723.50+10.1%+40.8%Net Revenue989.92933.79759.69+6.0%+30.3%Gross Margin59.5%55.5%-57.5%58.6%57.8%+0.9 ppts+1.7 pptsOperating Expenses(87.76)(84.51)(79.08)+3.9%+11.0%Operating Margin50.6%45.5%-47.5%49.6%47.5%+1.0 ppt+3.