Slides
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Unleash Innovation © 02026 TSMC, Ltd TSMC Property Unleash Innovation 2026 Third Quarter Earnings Conference October 15, 2026
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Unleash Innovation © 12026 TSMC, Ltd TSMC Property Agenda • Welcome Jeff Su, IR Director • 3Q26 Financial Results and 4Q26 Outlook Wendell Huang, CFO • Key Messages Wendell Huang, CFO C.C. Wei, Chairman & CEO • Q&A
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Unleash Innovation © 22026 TSMC, Ltd TSMC Property Safe Harbor Notice • TSMC’s 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 factors that could cause actual results to vary can be found in TSMC’s 2025 Annual Report on Form 20-F filed with the United States Securities and Exchange Commission (the “SEC”) on April 16, 2026 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 result of new information, future events, or otherwise.
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Unleash Innovation © 32026 TSMC, Ltd TSMC Property Statements of Comprehensive Income Selected Items from Statements of Comprehensive Income 3Q26 3Q26 2Q26 3Q25 3Q26 Over 2Q26 3Q26 Over 3Q25(In NT$ billions unless otherwise noted) Guidance Net Revenue (US$ billions) 46.72 44.6-45.8 40.20 33.10 +16.2% +41.2% Net Revenue 1,494.24 1,270.38 989.92 +17.6% +50.9% Gross Margin 66.4% 65.0%-67.0% 67.7% 59.5% -1.3 ppts +6.9 ppts Operating Expenses (116.43) (98.98) (87.76) +17.6% +32.7% Operating Margin 58.7% 56.0%-58.0% 60.3% 50.6% -1.6 ppts +8.1 ppts Non-Operating Items 34.59 95.83 24.68 -63.9% +40.1% Net Income Attributable to Shareholders of the Parent Company 763.06 706.56 452.30 +8.0% +68.7% Net Profit Margin 51.1% 55.6% 45.7% -4.5 ppts +5.4 ppts EPS (NT Dollar) 29.43 27.25 17.44 +8.0% +68.7% ROE 45.5% 45.9% 37.8% -0.4 ppts +7.7 ppts Shipment (Kpcs, 12"-equiv. Wafer) 4,476 4,336 4,085 +3.2% +9.6% Average Exchange Rate--USD/NTD 31.98 32.0 31.60 29.91 +1.2% +6.9% * Diluted weighted average outstanding shares were 25,932mn units in 3Q26 ** ROE figures are annualized based on average equity attributable to shareholders of the parent company