1、Unleash Innovation02026 TSMC,LtdTSMC PropertyUnleash Innovation2026 First Quarter Earnings Conference April 16,2026Unleash Innovation12026 TSMC,LtdTSMC PropertyAgenda WelcomeJeff Su,IR Director 1Q26 Financial Results and 2Q26 OutlookWendell Huang,CFO Key MessagesWendell Huang,CFOC.C.Wei,Chairman&CEO

2、 Q&AUnleash Innovation22026 TSMC,LtdTSMC PropertySafe Harbor Notice TSMCs 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 a

3、s to those factors that could cause actual results to vary can be found in TSMCs 2024 Annual Report 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 r

4、equired by law,we undertake no obligation to update any forward-looking statement,whether as a result of new information,future events,or otherwise.Unleash Innovation32026 TSMC,LtdTSMC PropertyStatements of Comprehensive IncomeSelected Items from Statements of Comprehensive Income 1Q261Q264Q251Q251Q

5、26Over 4Q251Q26Over 1Q25(In NT$billions unless otherwise noted)GuidanceNet Revenue(US$billions)35.9034.6-35.833.7325.53+6.4%+40.6%Net Revenue1,134.101,046.09839.25+8.4%+35.1%Gross Margin66.2%63.0%-65.0%62.3%58.8%+3.9 ppts+7.4 pptsOperating Expenses(94.01)(88.19)(85.19)+6.6%+10.4%Operating Margin58.1

6、%54.0%-56.0%54.0%48.5%+4.1 ppts+9.6 pptsNon-Operating Items28.8327.4623.82+5.0%+21.1%Net Income Attributable to Shareholders of the Parent Company572.48505.74361.56+13.2%+58.3%Net Profit Margin50.5%48.3%43.1%+2.2 ppts+7.4 pptsEPS(NT Dollar)22.0819.5013.94+13.2%+58.3%ROE40.5%38.8%32.7%+1.7 ppts+7.8 p