Taiwan Semiconductor Manufacturing Co., Ltd. · TWSE:2330

Taiwan Semiconductor Manufacturing — Q3 2026 Earnings Presentation

12 slides from Taiwan Semiconductor Manufacturing's earnings presentation, Oct 15, 2026

1. Slide 1: 2026 Third Quarter Earnings Conference

   Unleash Innovation Unleash Innovation 2026 Third Quarter Earnings Conference October 15, 2026 © 2026 TSMC, Ltd 0 TSMC Property

2. Slide 2: Agenda

   Agenda Unleash Innovation • Welcome Jeff Su, IR Director • 3Q26 Financial Results and 4Q26 Outlook Wendell Huang, CFO • Key Messages Wendell Huang, CFO C.C. Wei, Chairman & CEO • Q&A © 2026 TSMC, Ltd 1 TSMC Property

3. Slide 3: Safe Harbor Notice

   Safe Harbor Notice Unleash Innovation • 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

4. Slide 4: Statements of Comprehensive Income

   Statements of Comprehensive Income Unleash Innovation Selected Items from Statements of Comprehensive Income 3Q26 3Q26 3Q26 3Q26 2Q26 3Q25 Over Over (In NT$ billions unless otherwise noted) Guidance 2Q26 3Q25 Net Revenue (US$ billions) 46.72 44.6-45.8 40.20 33.10 +16.2% +41.2% Net Revenue 1,494.24 1

5. Slide 5: 3Q26 Revenue by Technology

   3Q26 Revenue by Technology Unleash Innovation © 2026 TSMC, Ltd 4 TSMC Property

6. Slide 6: 3Q26 Revenue by Platform

   3Q26 Revenue by Platform Unleash Innovation © 2026 TSMC, Ltd 5 TSMC Property

7. Slide 7: Balance Sheets & Key Indices

   Balance Sheets & Key Indices Unleash Innovation Selected Items from Balance Sheets 3Q26 2Q26 3Q25 (In NT$ billions) Amount % Amount % Amount % Cash & Marketable Securities 4,016.98 39.9 % 3,518.01 37.5 % 2,751.06 37.4 % Accounts Receivable 483.56 4.8 % 440.92 4.7 % 307.81 4.2 % Inventories 427.75 4.

8. Slide 8: Cash Flows

   Cash Flows Unleash Innovation (In NT$ billions) 3Q26 2Q26 3Q25 Beginning Balance 3,134.22 3,035.64 2,364.52 Cash from operating activities 919.77 783.36 426.83 Capital expenditures (443.21) (496.00) (287.45) Cash dividends (155.59) (155.59) (116.70) Bonds payable (0.85) (31.66) (9.06) Investments an

9. Slide 9: 4Q26 Guidance

   4Q26 Guidance Unleash Innovation Based on our current business outlook, management expects: ▪ Revenue to be between US$52.3 billion and US$54.3 billion And, based on the exchange rate assumption of 1 US dollar to 31.8 NT dollars, management expects: ▪ Gross profit margin to be between 65% and 67% ▪

10. Slide 10: Future Outlook

    Future Outlook Unleash Innovation Based on our current business outlook, management expects: ▪ 2026 revenue to increase by around 44% in US dollar terms © 2026 TSMC, Ltd 9 TSMC Property

11. Slide 11: Recap of Recent Major Events

    Recap of Recent Major Events Unleash Innovation • ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV (2026/09/08) • Sony Semiconductor Solutions and TSMC Agreed to Establish Joint Venture for Next- Generation Image Sensors (2026/08/11) • TSMC

12. Slide 12: https://www.tsmc.com invest@tsmc.com

    Unleash Innovation https://www.tsmc.com invest@tsmc.com © 2026 TSMC, Ltd 11 TSMC Property

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