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

Taiwan Semiconductor Manufacturing — Q2 2026 Earnings Presentation

12 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 90nm- 65nm 0.13um ≥0.15um 2nm 4% 2% 40/45nm 3% 3% 16/20nm 2% 6% 28nm 6% 7nm 11% 3nm 30% 5nm 33% © 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: 3Q26 Guidance

   3Q26 Guidance Unleash Innovation Based on our current business outlook, management expects: ▪ Revenue to be between US$44.6 billion and US$45.8 billion And, based on the exchange rate assumption of 1 US dollar to 32 NT dollars, management expects: ▪ Gross profit margin to be between 65% and 67% ▪ Op

10. Slide 10: Future Outlook

    Future Outlook Unleash Innovation Based on our current business outlook, management expects: ▪ 2026 revenue to increase by slightly above 40% in US dollar terms © 2026 TSMC, Ltd 10 TSMC Property

11. Slide 11: 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

12. Slide 12: https://www.tsmc.com invest@tsmc.com

    Unleash Innovation https://www.tsmc.com invest@tsmc.com © 2026 TSMC, Ltd 12 TSMC Property

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