Taiwan Semiconductor Manufacturing Co., Ltd. · TWSE:2330
Taiwan Semiconductor Manufacturing — Q2 2020 Earnings Presentation
11 slides from Taiwan Semiconductor Manufacturing's earnings presentation, Jul 16, 2020
Slide 1: 2020 Second Quarter Earnings Conference
2020 Second Quarter Earnings Conference July 16, 2020
Slide 2: Agenda
Agenda Welcome Jeff Su 2Q20 Financial Results and 3Q20 Outlook Wendell Huang Key Messages C.C. Wei Wendell Huang Q&A
Slide 3: Safe Harbor Notice
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 resu
Slide 4: Statements of Comprehensive Income
Statements of Comprehensive Income
Slide 5: 2Q20 Revenue by Technology
2Q20 Revenue by Technology 0.11/0.13um 3% 90nm 3% 0.25um and above 2% 40/45nm 9% 28nm 14% 16nm and Below Revenue 16nm 18% 0.15/0.18um 8% 10nm 0% 65nm 6% 7nm 36% 20nm 1%
Slide 6: 2Q20 Revenue by Platform
2Q20 Revenue by Platform Smartphone 47% Automotive 4% HPC 33% DCE 5% Others 3% IoT 8% Smartphone Automotive
Slide 7: Balance Sheets & Key Indices
Balance Sheets & Key Indices Sheet: 220 1@20 2a19 oes Pao) Amount % Amount % Amount % Cash & Marketable Securities 60502 24.7% 561.55 24.0% 76462 34.1% ‘Accounts Receivable 149.60 6.1% 146.42 6.2% 116.13 52% inventories 85.79 3.5% 78.28 33% 10823 48% Long-term Investments 22.92 0.9% 34.03 13% 29.31
Slide 8: Cash Flows
Cash Flows * Free cash flow = Cash from operating activities – Capital expenditures *
Slide 9: 3Q20 Guidance
3Q20 Guidance Revenue to be between US$ 11.2 billion and US$ 11.5 billion Based on our current business outlook, management expects: And, based on the exchange rate assumption of 1 US dollar to 29.5 NT dollars, management expects: Gross profit margin to be between 50% and 52% Operating profit margin
Slide 10: Recap of Recent Major Events
Recap of Recent Major Events Please visit TSMC's website (http://www.tsmc.com) and Market Observation Post System (http://mops.twse.com.tw) for details and other announcements TSMC Expands Renewable Energy Usage to Cut Carbon Emissions by More Than 2 Million Tons (2020/07/08) NXP Selects TSMC 5nm Pr
Slide 11: tsmc.com invest@tsmc.com
http://www.tsmc.com invest@tsmc.com
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