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

Taiwan Semiconductor Manufacturing — Q2 2026 Earnings Presentation

10 slides from Taiwan Semiconductor Manufacturing's earnings presentation, Jul 16, 2026

  1. Slide 1: 2026 Second Quarter Earnings Conference

    Unleash Innovation Unleash Innovation 2026 Second Quarter Earnings Conference July 16, 2026 © 2026 TSMC, Ltd 1 TSMC Property

  2. Slide 2: Agenda

    Agenda Unleash Innovation • Welcome Jeff Su, IR Director • 2Q26 Financial Results and 3Q26 Outlook Wendell Huang, CFO • Key Messages Wendell Huang, CFO C.C. Wei, Chairman & CEO • Q&A © 2026 TSMC, Ltd 2 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 2Q26 2Q26 2Q26 2Q26 1Q26 2Q25 Over Over (In NT$ billions unless otherwise noted) Guidance 1Q26 2Q25 Net Revenue (US$ billions) 40.20 39.0-40.2 35.90 30.07 +12.0% +33.7% Net Revenue 1,270.38 1

  5. Slide 5: 2Q26 Revenue by Technology

    2Q26 Revenue by Technology Unleash Innovation © 2026 TSMC, Ltd 5 TSMC Property

  6. Slide 6: 2Q26 Revenue by Platform

    2Q26 Revenue by Platform Unleash Innovation © 2026 TSMC, Ltd 6 TSMC Property

  7. Slide 7: Balance Sheets & Key Indices

    Balance Sheets & Key Indices Unleash Innovation Selected Items from Balance Sheets 2Q26 1Q26 2Q25 (In NT$ billions) Amount % Amount % Amount % Cash & Marketable Securities 3,518.01 37.5 % 3,383.60 39.0 % 2,634.43 37.6 % Accounts Receivable 440.92 4.7 % 363.01 4.2 % 235.69 3.4 % Inventories 385.53 4.

  8. Slide 8: Cash Flows

    Cash Flows Unleash Innovation (In NT$ billions) 2Q26 1Q26 2Q25 Beginning Balance 3,035.64 2,767.86 2,394.80 Cash from operating activities 783.36 698.97 497.07 Capital expenditures (496.00) (350.76) (297.22) Cash dividends (155.59) (129.66) (116.70) Bonds payable (31.66) 12.40 3.70 Investments and o

  9. Slide 9: Recap of Recent Major Events

    Recap of Recent Major Events Unleash Innovation • TSMC Sold 8.1% of Vanguard International Semiconductor (2026/05/15) • TSMC Board of Directors Approved NT$7.00 Cash Dividend for the First Quarter of 2026 and Set September 16, 2026 as Ex-Dividend Date, September 22, 2026 as the Record Date and Octob

  10. Slide 10: https://www.tsmc.com invest@tsmc.com

    Unleash Innovation https://www.tsmc.com invest@tsmc.com © 2026 TSMC, Ltd 10 TSMC Property

Taiwan Semiconductor Manufacturing Company — Q2 2026 Earnings Presentation on 6ix