Taiwan Semiconductor Co., Ltd. · TPEX:5425
Taiwan Semiconductor — Q4 2024 Earnings Presentation
8 slides from Taiwan Semiconductor's earnings presentation, Mar 21, 2025
Slide 1: 台灣半導體股份有限公司 法人說明會 4Q24
台灣半導體股份有限公司 法人說明會 4Q24
Slide 2: 財務報告 4Q24
台灣半導體股份有限公司 財務報告 4Q24
Slide 3: 季度營收
Unit: $USD M 71 69 64 65 季度營收 54 60 57 57 +19% 0% 51 52 50 50 (Semi) 48 47 42 41 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 TSC Internal – Privileged & Confidential 2023 © TSC Group. Unauthorized coping, reproduction, or any direct / indirect use in any form is p
Slide 4: 綜合損益表 (簡易版)
TSC Semi (5425) TSC Group In 2024 2023 YoY 2024 2023 YoY NTD millions 綜合損益表 Amnt % Amnt % % Amnt % Amnt % % Net Revenue $ 6,031 100 $ 6,264 100 (4) $ 14,829 100 $ 14,616 100 1 (簡易版) Gross Margin 1,499 25 1,685 27 -2 pts 4,235 29 4,493 31 -2.2 pts OPEX 1,159 19 1,113 18 1.4 pts 2,977 20 2,724 19 1.4
Slide 5: Auto + Industrial 70% of Revenue
Revenue + / - Auto + Industrial 70% of Revenue Others < -7% 產品營收分佈 6% 3Cs 24% Auto + Industrial 2024YTD 55% Automotive 2023 2024 15% Industrial > +15% 3Cs TSC Internal – Privileged & Confidential 2023 © TSC Group. Unauthorized 2023 2024 coping, reproduction, or any direct / indirect use in any form
Slide 6: 區域營收分佈
Revenue + / - Others < -3% 區域營收分佈 1% Europe+ America 32% Asia 2024 2023 2024 67% Asia < -15% Europe+ America TSC Internal – Privileged & Confidential 2023 © TSC Group. Unauthorized 2023 2024 coping, reproduction, or any direct / indirect use in any form is prohibited
Slide 7: 合併資產負債表 (主要指標)
Unit: NT$ 100M +1 +5 36 35 39 34 35 35 36 36 31 32 34 26 合併資產負債表 Cash Inventory ( 主 要 指 標) 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 +40 +38 215 106 184 175 176 178 183 77 74 76 68 66 Total Assets Total Liabilities TSC Internal – Privileged & Confidential 3Q23 4Q23 1Q24 2Q24 3Q24 4
Slide 8: 法人問答
法人問答 Taiwan Semiconductor www.taiwansemi.com