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1、Unleash InnovationTSMC,Ltd02023TSMC PropertyUnleash Innovation2023 Third Quarter Earnings Conference October 19,2023Unleash InnovationTSMC,Ltd12023TSMC PropertyAgendaWelcomeJeff Su,IR Director3Q23 Financial Results and 4Q23 OutlookWendell Huang,CFOKey Messages Wendell Huang,CFO C.C.Wei,CEOQ&AUnleash

2、 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 as to those fa

3、ctors 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 required by la

4、w,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 3Q23(In NT$billions unless other

5、wise noted)GuidanceNet Revenue(US$billions)17.2816.7-17.515.6820.23+10.2%-14.6%Net Revenue546.73480.84613.14+13.7%-10.8%Gross Margin54.3%51.5%-53.5%54.1%60.4%+0.2 ppt-6.1 pptsOperating Expenses(68.70)(58.19)(60.19)+18.1%+14.2%Operating Margin41.7%38%-40%42.0%50.6%-0.3 ppt-8.9 pptsNon-Operating Items

6、13.8712.726.37+9.1%+117.9%Net Income to Shareholders of the Parent Company211.00181.80280.87+16.1%-24.9%Net Profit Margin38.6%37.8%45.8%+0.8 ppt-7.2 pptsEPS(NT Dollar)8.147.0110.83+16.1%-24.9%ROE25.8%23.2%42.9%+2.6 ppts-17.1 pptsShipment(Kpcs,12-equiv.Wafer)2,9022,9163,974-0.5%-27.0%Average Exchange