台积电TSMC（TSM）2025年第二季度财报电话会议纪要「NYSE」（英文版）（20页）.pdf

1、REFINITIV STREETEVENTSEDITED TRANSCRIPT2330.TW-Q2 2025 Taiwan Semiconductor Manufacturing Co LtdEarnings Call(Chinese,English)EVENT DATE/TIME:JULY 17,2025/6:00AM GMTREFINITIV STREETEVENTS|Contact Us2025 Refinitiv.All rights reserved.Republication or redistribution of Refinitiv content,including by f

2、raming or similar means,is prohibited without the prior writtenconsent of Refinitiv.Refinitiv and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.CORPORATE PARTICIPANTSJeff Su Taiwan Semiconductor Manufacturing Co Ltd-Director of Investor RelationsWendell Huang

3、 Taiwan Semiconductor Manufacturing Co Ltd-Senior Vice President and Chief Financial OfficerC.C.Wei Taiwan Semiconductor Manufacturing Co Ltd-Chairman and Chief Executive OfficerCONFERENCE CALL PARTICIPANTSGokul Hariharan JPMorgan-AnalystCharlie Chan Morgan Stanley-AnalystBruce Lu Goldman Sachs-Anal

4、ystBrett Simpson Arete Research-AnalystArthur Lai Macquarie-AnalystSunny Lin UBS-AnalystLaura Chen Citi-AnalystBrad Lin Bank of America-AnalystMehdi Hosseini SIG-AnalystFelix Pan KGI-AnalystPRESENTATIONJeff Su-Taiwan Semiconductor Manufacturing Co Ltd-Director of Investor Relations(spoken in foreign

5、 language)Good afternoon,everyone,and welcome to TSMCs second-quarter 2025 earnings conference and conference call.This is Jeff Su,TSMCs Directorof Investor Relations and your host for today.Todays event is being webcast live through TSMCs website at ,where you can also download the earnings release

6、 materials.Ifyoure joining us through the conference call,your dial-in lines are in listen-only mode.The format for todays event will be as follows.First,TSMCs Senior Vice President and CFO,Mr.Wendell Huang,will summarize our operations inthe second quarter 2025,followed by our guidance for the thir