Taiwan Semiconductor Manufacturing Co., Ltd. · TWSE:2330
Taiwan Semiconductor Manufacturing — Q1 2026 Earnings Presentation
11 slides from Taiwan Semiconductor Manufacturing's earnings presentation, Apr 16, 2026
Slide 1: 2026 First Quarter Earnings Conference
Unleash Innovation Unleash Innovation 2026 First Quarter Earnings Conference April 16, 2026 © 2026 TSMC, Ltd 0 TSMC Property
Slide 2: Agenda
Agenda Unleash Innovation • Welcome Jeff Su, IR Director • 1Q26 Financial Results and 2Q26 Outlook Wendell Huang, CFO • Key Messages Wendell Huang, CFO C.C. Wei, Chairman & CEO • Q&A © 2026 TSMC, Ltd 1 TSMC Property
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
Slide 4: Statements of Comprehensive Income
Statements of Comprehensive Income Unleash Innovation Selected Items from Statements of Comprehensive Income 1Q26 1Q26 1Q26 1Q26 4Q25 1Q25 Over Over (In NT$ billions unless otherwise noted) Guidance 4Q25 1Q25 Net Revenue (US$ billions) 35.90 34.6-35.8 33.73 25.53 +6.4% +40.6% Net Revenue 1,134.10 1,
Slide 5: 1Q26 Revenue by Technology
1Q26 Revenue by Technology Unleash Innovation 7nm and Below Revenue 90nm0.11/0.13um 65nm 1% 1% 0.15/0.18um 40/45nm 4% 800 16/20nm 3% 2% 7% 0.25um and above 700 28nm 1% 600 7% Revenue (NT$B) 500 3nm 7nm 25% 400 13% 300 5nm 36% 200 100 - 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 7nm 5nm 3nm © 2026
Slide 6: 1Q26 Revenue by Platform
1Q26 Revenue by Platform Unleash Innovation Automotive DCE IoT 4% 1% 6% Others 2% Smartphone 26% HPC 61% © 2026 TSMC, Ltd 5 TSMC Property
Slide 7: Balance Sheets & Key Indices
Balance Sheets & Key Indices Unleash Innovation Selected Items from Balance Sheets 1Q26 4Q25 1Q25 (In NT$ billions) Amount % Amount % Amount % Cash & Marketable Securities 3,383.60 39.0 % 3,068.59 38.7 % 2,703.09 37.9 % Accounts Receivable 363.01 4.2 % 281.79 3.6 % 243.95 3.4 % Inventories 311.45 3.
Slide 8: Cash Flows
Cash Flows Unleash Innovation (In NT$ billions) 1Q26 4Q25 1Q25 Beginning Balance 2,767.86 2,470.76 2,127.63 Cash from operating activities 698.97 725.51 625.57 Capital expenditures (350.76) (356.91) (330.83) Cash dividends (129.66) (129.66) (103.72) Bonds payable 12.40 21.75 16.20 Investments and ot
Slide 9: 2Q26 Guidance
2Q26 Guidance Unleash Innovation Based on our current business outlook, management expects: ▪ Revenue to be between US$39.0 billion and US$40.2 billion And, based on the exchange rate assumption of 1 US dollar to 31.7 NT dollars, management expects: ▪ Gross profit margin to be between 65.5% and 67.5
Slide 10: Recap of Recent Major Events
Recap of Recent Major Events Unleash Innovation • TSMC Board of Directors Approved NT$6.00 Cash Dividend for the Fourth Quarter of 2025 and Set June 11, 2026 as Ex-Dividend Date, June 17, 2026 as the Record Date and July 9, 2026 as the Distribution Date (2026/02/10) • Please visit TSMC's website (ht
Slide 11: https://www.tsmc.com invest@tsmc.com
Unleash Innovation https://www.tsmc.com invest@tsmc.com © 2026 TSMC, Ltd 10 TSMC Property
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