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

Taiwan Semiconductor Manufacturing — Q2 2022 Earnings Presentation

11 slides from Taiwan Semiconductor Manufacturing's earnings presentation, Jul 14, 2022

  1. Slide 1: 2022 Second Quarter Earnings Conference

    Unleash Innovation Unleash Innovation 2022 Second Quarter Earnings Conference July 14, 2022 © 2022 TSMC, Ltd 0 TSMC Property

  2. Slide 2: Agenda

    Unleash Innovation Agenda • Welcome Jeff Su, IR Director • 2Q22 Financial Results and 3Q22 Outlook Wendell Huang, CFO • Key Messages Wendell Huang, CFO C.C. Wei, CEO • Q&A © 2022 TSMC, Ltd 1 TSMC Property

  3. Slide 3: Safe Harbor Notice

    Unleash Innovation 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

  4. Slide 4: Statements of Comprehensive Income

    Statements of Comprehensive Income Unleash Innovation © 2022 TSMC, Ltd 3 TSMC Property

  5. Slide 5: 2Q22 Revenue by Technology

    2Q22 Revenue by Technology Unleash Innovation © 2022 TSMC, Ltd 4 TSMC Property

  6. Slide 6: 2Q22 Revenue by Platform

    2Q22 Revenue by Platform Unleash Innovation © 2022 TSMC, Ltd 5 TSMC Property

  7. Slide 7: Balance Sheets & Key Indices

    Balance Sheets & Key Indices Unleash Innovation Selected Items from Balance Sheets 2Q22 1Q22 2Q21 (In NT$ b illions) Amount % Amount % Amount % Cash & Marketable Securities 1,425.57 32.8% 1,282.06 32.1% 870.84 28.2% Accounts Receivable 222.07 5.1% 213.43 5.3% 178.26 5.7% Inventories 217.44 5.0% 200.

  8. Slide 8: Cash Flows

    Cash Flows Unleash Innovation (In NT$ billions) 2Q22 1Q22 2Q21 Beginning Balance 1,151.59 1,064.99 664.73 Cash from operating activities 338.85 372.17 187.44 Capital expenditures (217.73) (262.13) (166.97) Cash dividends (71.31) (71.31) (64.83) Short-term loans (26.48) 30.53 3.55 Bonds payable 108.8

  9. Slide 9: 3Q22 Guidance

    3Q22 Guidance Unleash Innovation Based on our current business outlook, management expects: ◼ Revenue to be between US$ 19.8 billion and US$ 20.6 billion And, based on the exchange rate assumption of 1 US dollar to 29.7 NT dollars, management expects: ◼ Gross profit margin to be between 57.5% and 59

  10. Slide 10: Recap of Recent Major Events

    Unleash Innovation Recap of Recent Major Events • TSMC Japan 3DIC R&D Center Completes Clean Room Construction in AIST Tsukuba Center (2022/06/24) • TSMC FINFLEX™, N2 Process Innovations Debut at 2022 North American Technology Symposium (2022/06/17) • TSMC Board of Directors Approved NT$2.75 Cash Di

  11. Slide 11: https://www.tsmc.com invest@tsmc.com

    Unleash Innovation https://www.tsmc.com invest@tsmc.com © 2022 TSMC, Ltd 10 TSMC Property

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