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1、Unleash InnovationTSMC,Ltd02024TSMC PropertyUnleash Innovation2024 First Quarter Earnings Conference April 18,2024Unleash InnovationTSMC,Ltd12024TSMC PropertyAgendaWelcomeJeff Su,IR Director1Q24 Financial Results and 2Q24 OutlookWendell Huang,CFOKey Messages Wendell Huang,CFO C.C.Wei,CEOQ&AUnleash I

2、nnovationTSMC,Ltd22024TSMC 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 fact

3、ors 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 law,

4、we undertake no obligation to update any forward-looking statement,whether as a result of new information,future events,or otherwise.Unleash InnovationTSMC,Ltd32024TSMC PropertyStatements of Comprehensive IncomeSelected Items from Statements of Comprehensive Income 1Q24(In NT$billions unless otherwi

5、se noted)GuidanceNet Revenue(US$billions)18.8718.0-18.819.6216.72-3.8%+12.9%Net Revenue592.64625.53508.63-5.3%+16.5%Gross Margin53.1%52%-54%53.0%56.3%+0.1 ppt-3.2 pptsOperating Expenses(65.36)(71.62)(55.31)-8.7%+18.2%Operating Margin42.0%40%-42%41.6%45.5%+0.4 ppt-3.5 pptsNon-Operating Items17.5218.0

6、713.04-3.0%+34.4%Net Income Attributable to Shareholders of the Parent Company225.49238.71206.99-5.5%+8.9%Net Profit Margin38.0%38.2%40.7%-0.2 ppt-2.7 pptsEPS(NT Dollar)8.709.217.98-5.5%+8.9%ROE25.4%28.1%27.5%-2.7 ppts-2.1 pptsShipment(Kpcs,12-equiv.Wafer)3,0302,9573,227+2.5%-6.1%Average Exchange Ra