Taiwan Semiconductor Co., Ltd. · TPEX:5425
Taiwan Semiconductor — BofA 2026 Asia Tech Conference
11 slides from Taiwan Semiconductor's conference presentation, Mar 20, 2026
Slide 1: Taiwan Semiconductor - Empowering Connections with Precision
TAIWAN Ms) SEMICONDUCTOR Empowering Connections with Preci
Slide 2: 免責聲明
本簡報包含關於 Taiwan Semiconductor Inc. (TSC) 業務前景、策略規劃、產品開發 及市場狀況的前瞻性陳述。這些陳述反映了管理層當前的預期和假設，本質上 存在重大風險和不確定性。由於包括但不限於全球經濟形勢變動、客戶需求演 變、監管發展、供應鏈限制及競爭動態等因素，實際結果可能與預測存在重大 免責聲明 差異。 關於未來產品功能、時程或可用性的資訊僅供參考，不構成承諾。TSC 保留自 行決定修改、推遲或取消產品計劃的權利。除非適用法律要求，否則 TSC 不承 擔因新資訊、未來事件或其他原因而更新任何前瞻性陳述的義務。 TSC Internal – Privileged
Slide 3: Disclaimer
This presentation includes forward-looking statements regarding Taiwan Semiconductor Inc. (TSC)'s business outlook, product development, market conditions, and strategic plans. These statements are based on current assumptions and expectations, and are subject to various risks and uncertainties—incl
Slide 4: 財務資訊 2025
Taiwan Semiconductor Co., Ltd 財務資訊 2025
Slide 5: 季度營收 (半導體)
Unit: $USD M 71 69 64 65 -1% -6% 季度營收 60 57 57 52 52 53 51 50 50 50 50 (半導體) 42 47 41 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 TSC Internal – Privileged & Confidential 2024 ©TSC Group. Unauthorized coping, reproduction, or any direct / indirect use in
Slide 6: 年度損益表 (簡表)
TSC Semi (5425) TSC Group In 2025 2024 YoY 2025 2024 YoY NTD millions Amnt % Amnt % % Amnt % Amnt % % 年度損益表 Net Revenue $ 6,425 100 $ 6,031 100 7 $ 17,954 100 $ 14,829 100 21 (簡表) Gross Margin 1,570 24 1,499 25 -0.4 pt 5,290 29 4,235 29 0.9 pt OPEX 1,239 19 1,159 19 0.1 pt 3,822 21 2,977 20 1.2 pts
Slide 7: Auto + Industrial 70~72% of Revenue
Auto + Industrial 70~72% of Revenue Others Others Applications 6% 6% 3Cs 3Cs 22% 24% 2025 2024 57% Automotive 55% Automotive 15% 15% Industrial Industrial TSC Internal – Privileged & Confidential 2024 ©TSC Group. Unauthorized coping, reproduction, or any direct / indirect use in any form is prohibit
Slide 8: Regions
Others Others 1% 1% Regions Europe+ Europe+ America America 33% 32% 2025 2024 66% 67% Asia Asia TSC Internal – Privileged & Confidential 2024 ©TSC Group. Unauthorized coping, reproduction, or any direct / indirect use in any form is prohibited
Slide 9: 資產負債表 (重要指標)
Unit: NT$ 100M +0.2 -0.6 37 39 39 35 35 38 34 34 37 36 36 26 資產負債表 Inventory ( 重 要 指 標) Cash 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 -3.4 -3.9 215 215 212 106 108 204 204 102 102 102 183 76 Total Assets Total Liabilities TSC Internal – Privileged & Confidential 3Q24 4Q24 1Q25 2Q2
Slide 10: 法人提問
法人提問 Taiwan Semiconductor www.taiwansemi.com
Slide 11: Find out more on taiwansemi.com
Find out more on taiwansemi.com WeChat Taiwan Semiconductor Co., Ltd. 11F., No. 205, Sec. 3, Beishin Rd, Xindian District, New Taipei City, TAIWAN R.O.C.
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