Taiwan Semiconductor Co., Ltd. · TPEX:5425
Taiwan Semiconductor — Q3 2025 Earnings Presentation
13 slides from Taiwan Semiconductor's earnings presentation, November 2025
Slide 1: Investor Presentation Q3 FY25
Investor Presentation Q3 FY25 Nov 2025
Slide 2: Disclaimer
This presentation contains forward-looking statements concerning Taiwan Semiconductor Inc. (TSC)’s business outlook, strategic initiatives, product development, and market conditions. These statements reflect management's current expectations and assumptions and are inherently subject to significant
Slide 3: 免責聲明 (Disclaimer, Chinese)
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 4: Content
• 3Q25 Financials Content • Revenue Breakdown • Product Application • Q&A
Slide 5: Financials 3Q25
Taiwan Semiconductor Co., Ltd Financials 3Q25
Slide 6: Quarterly Sales
Unit: $USD M 71 69 64 65 Qu a r terl y S a l es 60 +6% +2% 57 57 54 52 52 53 51 50 50 50 (Semi) 42 47 41 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 TSC Internal – Privileged & Confidential 2024 © TSC Group. Unauthorized coping, reproduction, or any dire
Slide 7: Profit & Loss
TSC Semi (5425) TSC Group In 2025Q3 YTD 2024Q3 YTD YoY 2025Q3 YTD 2024Q3 YTD YoY NTD millions Profit & Loss Amnt % Amnt % % Amnt % Amnt % % Net Revenue $ 4,881 100 $ 4,415 100 11 $ 13,566 100 $ 10,587 100 28 ( Simplifie d) Gross Margin 1,149 24 1,094 25 -1.2 pts 3,944 29 3,069 29 0.1 pt OPEX 913 19
Slide 8: Auto + Industrial 70~71% of Revenue
Auto + Industrial 70~71% of Revenue Others Others Applications 2% 6% 3Cs 27% 3Cs 24% 2025 1H 2024YTD 56% 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 pr
Slide 9: Regions
Others Others 1% 1% Regions Europe+ Europe+ America America 32% 32% 2025 1H 2024YTD 67% 67% Asia Asia TSC Internal – Privileged & Confidential 2024 © TSC Group. Unauthorized coping, reproduction, or any direct / indirect use in any form is prohibited
Slide 10: Balance Sheet
Unit: NT$ 100M +8 +0.6 35 37 39 39 34 34 36 36 36 37 32 26 Balance Sheet Cash Inventory ( Major In d ice s) 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 +22 +26 215 215 106 108 204 204 102 102 178 183 74 76 Total Assets Total Liabilities TSC Internal – Privileged & Confidential 2Q24 3
Slide 11: Product Applications
Product Applications TSC Internal – Privileged & Confidential 2024 ©TSC Group. Unauthorized coping, reproduction, or any direct / indirect use in any form is prohibited
Slide 12: Q&A
Q&A Taiwan Semiconductor www.taiwansemi.com
Slide 13: Find out more on taiwansemi.com
Find out more on taiwansemi.com 一生 圓 圖 ,標 產 AI 張的 形 誌 含 的內有 圖容符可 片 號能 不 正 確 。 一生 符 圖 ,標 產 AI 張的 號 形 誌 含 的內有 圖容圓可 片 形能 不 正 確 。 一生 圖 符 ,螢 產 AI 張的 形 號 幕 含內 擷 有容 取 畫 圓可面 形能的不 圖正片確 。 一生 符 圖 ,電 產 AI 張的 號 形 子 含內 藍 有 的容圓可 圖 形能 不 正 確 。 片 WeChat Taiwan Semiconductor Co., Ltd. 11F., No. 205, Sec. 3, Beishin Rd