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

Taiwan Semiconductor Manufacturing — Q1 2025 Earnings Presentation

10 slides from Taiwan Semiconductor Manufacturing's earnings presentation, Apr 17, 2025

  1. Slide 1: 2025 First Quarter Earnings Conference

    Unleash Innovation Unleash Innovation 2025 First Quarter Earnings Conference April 17, 2025 © 2025 TSMC, Ltd 0 TSMC Property

  2. Slide 2: Agenda

    Unleash Innovation Agenda • Welcome Jeff Su, IR Director • 1Q25 Financial Results and 2Q25 Outlook Wendell Huang, CFO • Key Messages Wendell Huang, CFO C.C. Wei, Chairman & CEO • Q&A © 2025 TSMC, Ltd 1 TSMC Property

  3. Slide 3: Safe Harbor Notice

    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. • Information as to those factors that

  4. Slide 4: Statements of Comprehensive Income

    Unleash Innovation Statements of Comprehensive Income Selected Items from Statements of Comprehensive Income 1Q25 1Q25 1Q25 1Q25 4Q24 1Q24 Over Over Guidance 4Q24 1Q24 (In NT$ billions unless otherwise noted) Net Revenue (US$ billions) 25.53 25.0-25.8 26.88 18.87 -5.1% +35.3% Net Revenue 839.25 868.

  5. Slide 5: 1Q25 Revenue by Technology

    Unleash Innovation 1Q25 Revenue by Technology © 2025 TSMC, Ltd 4 TSMC Property

  6. Slide 6: 1Q25 Revenue by Platform

    Unleash Innovation 1Q25 Revenue by Platform © 2025 TSMC, Ltd 5 TSMC Property

  7. Slide 7: Balance Sheets & Key Indices

    Unleash Innovation Balance Sheets & Key Indices Selected Items from Balance Sheets 1Q25 4Q24 1Q24 (In NT$ b illions) Amount % Amount % Amount % Cash & Marketable Securities 2,703.09 37.9% 2,422.02 36.2% 1,922.66 33.2% Accounts Receivable 243.95 3.4% 272.09 4.1% 201.98 3.5% Inventories 293.39 4.1% 28

  8. Slide 8: Cash Flows

    Unleash Innovation Cash Flows (In NT$ billions) 1Q25 4Q24 1Q24 Beginning Balance 2,127.63 1,886.78 1,465.43 Cash from operating activities 625.57 620.21 436.31 Capital expenditures (330.83) (361.95) (181.30) Cash dividends (103.72) (103.73) (77.80) Bonds payable 16.20 (1.75) 22.80 Investments and ot

  9. Slide 9: Recap of Recent Major Events

    Recap of Recent Major Events Unleash Innovation • TSMC and MediaTek Demonstrate First Integrated PMU and PA for Wireless Connectivity Products on N6RF+ Process Technology (2025/03/12) • TSMC Intends to Expand Its Investment in the United States to US$165 Billion to Power the Future of AI (2025/03/04

  10. Slide 10: https://www.tsmc.com invest@tsmc.com

    Unleash Innovation https://www.tsmc.com invest@tsmc.com © 2025 TSMC, Ltd 9 TSMC Property

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