Taiwan Semiconductor Manufacturing Co., Ltd. · TWSE:2330
Taiwan Semiconductor Manufacturing — Q3 2025 Earnings Presentation
11 slides from Taiwan Semiconductor Manufacturing's earnings presentation, Oct 16, 2025
Slide 1: 2025 Third Quarter Earnings Conference
Security B - TSMC Restricted Secret Unleash Innovation Unleash Innovation 2025 Third Quarter Earnings Conference October 16, 2025 © 2025 TSMC, Ltd 0 Security B - TSMC Restricted Secret TSMC Property
Slide 2: Agenda
Security B - TSMC Restricted Secret Unleash Innovation Agenda • Welcome Jeff Su, IR Director • 3Q25 Financial Results and 4Q25 Outlook Wendell Huang, CFO • Key Messages Wendell Huang, CFO C.C. Wei, Chairman & CEO • Q&A © 2025 TSMC, Ltd 1 Security B - TSMC Restricted Secret TSMC Property
Slide 3: Safe Harbor Notice
Security B - TSMC Restricted Secret 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. • I
Slide 4: Statements of Comprehensive Income
Security B - TSMC Restricted Secret Unleash Innovation Statements of Comprehensive Income Selected Items from Statements of Comprehensive Income 3Q25 3Q25 3Q25 3Q25 2Q25 3Q24 Over Over (In NT$ billions unless otherwise noted) Guidance 2Q25 3Q24 Net Revenue (US$ billions) 33.10 31.8-33.0 30.07 23.50
Slide 5: 3Q25 Revenue by Technology
Security B - TSMC Restricted Secret Unleash Innovation 3Q25 Revenue by Technology © 2025 TSMC, Ltd 4 Security B - TSMC Restricted Secret TSMC Property
Slide 6: 3Q25 Revenue by Platform
Security B - TSMC Restricted Secret Unleash Innovation 3Q25 Revenue by Platform © 2025 TSMC, Ltd 5 Security B - TSMC Restricted Secret TSMC Property
Slide 7: Balance Sheets & Key Indices
Security B - TSMC Restricted Secret Unleash Innovation Balance Sheets & Key Indices Selected Items from Balance Sheets 3Q25 2Q25 3Q24 (In NT$ billions) Amount % Amount % Amount % Cash & Marketable Securities 2,751.06 37.4 % 2,634.43 37.6 % 2,167.60 35.2 % Accounts Receivable 307.81 4.2 % 235.69 3.4
Slide 8: Cash Flows
Security B - TSMC Restricted Secret Unleash Innovation Cash Flows (In NT$ billions) 3Q25 2Q25 3Q24 Beginning Balance 2,364.52 2,394.80 1,799.13 Cash from operating activities 426.83 497.07 391.99 Capital expenditures (287.45) (297.22) (207.08) Cash dividends (116.70) (116.70) (90.76) Bonds payable (
Slide 9: 4Q25 Guidance
Security B - TSMC Restricted Secret Unleash Innovation 4Q25 Guidance Based on our current business outlook, management expects: ▪ Revenue to be between US$32.2 billion and US$33.4 billion And, based on the exchange rate assumption of 1 US dollar to 30.6 NT dollars, management expects: ▪ Gross profit
Slide 10: Recap of Recent Major Events
Security B - TSMC Restricted Secret Unleash Innovation Recap of Recent Major Events • TSMC Board of Directors Approved NT$5.00 Cash Dividend for the Second Quarter of 2025 and Set December 11, 2025 as Ex-Dividend Date, December 17, 2025 as the Record Date and January 8, 2026 as the Distribution Date
Slide 11: https://www.tsmc.com invest@tsmc.com
Security B - TSMC Restricted Secret Unleash Innovation https://www.tsmc.com invest@tsmc.com © 2025 TSMC, Ltd 10 Security B - TSMC Restricted Secret TSMC Property
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