Inferra AI / Company / TSM / Slides
Taiwan Semiconductor — 法人說明會簡報 (company IR deck)
Taiwan Semiconductor (TSM) · 0 slides · Filed Oct 27, 2026
Every slide of this earnings presentation, with the text as published. Open the original deck ↗ · All TSM deck slides
Slide 1 — 2026-2IŒ ˙*!; xYh4Ì5`
Unleash Innovation © 0 2026 TSMC, Ltd TSMC Property Unleash Innovation 2026-2IŒ ˙*!; xYh4Ì5` 2026-2 105˘ 154£
Slide 2 — 5`Z.Z.HÉ
Unleash Innovation © 1 2026 TSMC, Ltd TSMC Property 5`Z.Z.HÉ P†: ^Y T¯. fl ; xd UUd5 2026-2IŒ ˙*!@_ 0˛6Z"IŒ%*!8+Lü+5Ù m 4º [_!d5 Key Messages m 4º [_!d5 j #°*t S! Id55fLßW $ P¯J
Slide 3 — Safe Harbor Notice
Unleash Innovation © 2 2026 TSMC, Ltd TSMC Property Safe Harbor Notice 7 6 0 & ¶ V V W D W H P H Q W V R I L W V F X U U H Q W H [ S H F W D W L R Q V D U H -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 could cause actual results to vary can be found in 7 6 0 & ¶ V 2025 Annual Report on Form 20-F filed with the United States Securities and ( [ F K D Q J H & R P P L V V L R Q W K H ‡ 6 ( & · on April 16, 2026 and such other documents as TSMC may file with, or submit to, the SEC from time to time. Except as required by law, we undertake no obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise.
Slide 4 — LZ"˘2¸EW&
Unleash Innovation © 3 2026 TSMC, Ltd TSMC Property LZ"˘2¸EW& LZ"˘2¸EW&fˆE‹ 3Q26 3Q26 2Q26 3Q25 *!ZH!Ô -2ZH!Ô (fK#˝ oZ"5ıOì(ýa‚h4@¡5#×.J#( º!* ) 8+Lü+5Ù A˘9T5 !L=ˇh4 (Oua‚#( º!* ) 46.72 44.6-45.8 40.20 33.10 +16.2% +41.2% A˘9T5 !L=ˇh4 1,494.24 1,270.38 989.92 +17.6% +50.9% @8+: çBE 66.4% 65.0%-67.0% 67.7% 59.5% -1.3 ppts +6.9 ppts A˘9T\¢E (116.43) (98.98) (87.76) +17.6% +32.7% @8+<ƒ çBE 58.7% 56.0%-58.0% 60.3% 50.6% -1.6 ppts +8.1 ppts A˘9T(ý5 !L#–5!Æ 34.59 95.83 24.68 -63.9% +40.1% ;_,S o;·!S#ß9T " 277=ˇ" 763.06 706.56 452.30 +8.0% +68.7% KÒEBE 51.1% 55.6% 45.7% -4.5 ppts +5.4 ppts ;¶PFflhÿ (5#×.J!* ) 29.43 27.25 17.44 +8.0% +68.7% P7X:æF–(aSCn 45.5% 45.9% 37.8% -0.4 ppts +7.7 ppts 6]&œ!Æ\a¶ (#*B.#( s#òLºE]6]&œ ) 4,476 4,336 4,085 +3.2% +9.6% .Z’.#Cn (Ou!*/5#×.J ) 31.98 32.0 31.60 29.91 +1.2% +6.9% * 2026.[K ð+J":æ.Z’.=(‘’(ýP5_@¡ 259 º 3 ˘ 2 WTP ** P7X:æF–(aSCn@¡ Ì;·!S#ßP7X.Z’.P:æYïK~Fk.["ý5_4`
Slide 5 — 2026-2IŒ ˙*!au#ì ˜6N
Unleash Innovation © 4 2026 TSMC, Ltd TSMC Property 2026-2IŒ ˙*!au#ì ˜6N -W»HÉ ª
Slide 6 — 2026-2IŒ ˙*!au#ì ˜6N
Unleash Innovation © 5 2026 TSMC, Ltd TSMC Property 2026-2IŒ ˙*!au#ì ˜6N -1>W-1"fi ª
Slide 7 — [ Cà[^ sW&"‘X?[_!1¯8×
Unleash Innovation © 6 2026 TSMC, Ltd TSMC Property [ Cà[^ sW&"‘X?[_!1¯8× [ Cà[^ sW&fˆE‹ 3Q26 2Q26 3Q25 (5#×.J#( º!* ) ‘g % ‘g % ‘g % Cåa‚#–6ð àa‚Wt%-$¤2|\fi 4,016.98 39.9 % 3,518.01 37.5 % 2,751.06 37.4 % 1°5 .;% 483.56 4.8 % 440.92 4.7 % 307.81 4.2 % +?\ 427.75 4.3 % 385.53 4.1 % 288.69 3.9 % e^72|\fi 224.63 2.2 % 227.93 2.4 % 148.98 2.0 % ô"…E Ú.˙2&#–Z 4,526.49 45.0 % 4,302.88 45.9 % 3,499.34 47.6 % [ CàLßX˘ 10,052.89 100.0 % 9,375.65 100.0 % 7,354.11 100.0 % =("…\ 1,967.75 19.6 % 1,857.76 19.8 % 1,275.91 17.3 % e^7Yï0V\ 818.38 8.1 % 864.27 9.2 % 918.23 12.5 % [^ sLßX˘ 3,009.66 29.9 % 2,901.18 30.9 % 2,318.53 31.5 % O_6/9¨ELßX˘ 7,043.23 70.1 % 6,474.47 69.1 % 5,035.58 68.5 % ‘X?[_!1¯8× -1&3ôB…4£46 28 29 25 -1&au[f4£46 82 87 74 ;ÿ!:BE ( ¸ ) 2.6 2.5 2.7 [ CàCÝCà!Y ( ¸ ) 1.4 1.2 1.2 * 2026.[ 96ï 305Ì=(‘’(ýP5_@¡ 259 º 3 ˘ 2 WTP ** \fiE EE " = .["ýA˘9T5 !L=ˇh4 / .Z’. ô"…E Ú .˙2&#–Z =ˇh4
Slide 8 — B…‘;ÿ‘W&
Unleash Innovation © 7 2026 TSMC, Ltd TSMC Property B…‘;ÿ‘W& * QÑECåa‚=(a¶ = A˘‘2=""… 2Cåa‚=(!L –\fi75!Æ (5#×.J#( º!* ) 3Q26 2Q26 3Q25 5Ý ÛB…‘ 3,134.22 3,035.64 2,364.52 A˘‘2=""… 2Cåa‚=(!L 919.77 783.36 426.83 \fi75!Æ (443.21) (496.00) (287.45) Cåa‚P" (155.59) (155.59) (116.70) 1° ¿!S#ß (0.85) (31.66) (9.06) 2|\fiQî!] ‰ 167.55 (1.53) 92.62 5Ý5ØB…‘ 3,621.89 3,134.22 2,470.76 QÑECåa‚=(a¶ * 476.56 287.36 139.38
Slide 9 — 2026-2IŒ%*!8+Lü+5Ù
Unleash Innovation © 8 2026 TSMC, Ltd TSMC Property 2026-2IŒ%*!8+Lü+5Ù &‚4zE‹! *¸@_ +5ÙEB XºoÕ"fiI *"¶f˛5Ý : "˘ 3@3ôK´ 4zNL‘ 523 ´ î 543 ´ dQ † :"’ÔoÕ&‚4z-1&!íBE 31.8 EB XºoÕ"fiI *"¶f˛5Ý : @8+: çBEK´ 4zE< ˜ 65 îE< ˜ 67 dQ † @8+ çEBEK´ 4zE< ˜ 56.5 îE< ˜ 58.5 dQ †
Slide 10 — 5Ł D+5Ù
Unleash Innovation © 9 2026 TSMC, Ltd TSMC Property 5Ł D+5Ù &‚4zE‹! *¸@_ +5ÙEB XºoÕ"fiI *"¶f˛5Ý : 2026 -2NL "˘ 3@3ô0˛d5 ’åK´ 44%†
Slide 11 — ^5Ý‘X? I ·3X?
Unleash Innovation © 10 2026 TSMC, Ltd TSMC Property Q<"¶3’@üP¯"fiI *"¶-ÓfÖCà8+^H„"KØP–’å*ł*¶ High NA EUV N’ (2026/09/08) SonyP¯"fiI *"¶"˚/˝0˛I"˘[ *"¶3í2† É ¾ Ô ¡./ /Ý<Œ%& (2026/08/11) "fiI *"¶S! I5`6ö ‘ E: 2026-2IŒ J *! :O_B…‘O_ ç 7.0 oÕ 45,^ØO_‘ /-&‚=T4£XÀ*X?x 2026-2 12 5˘ 164£oÕe"/- b4Ñ4£!?x 2026-2 125˘ 104£oÕ ä4z 2027-2 15˘ 74£E:3ü (2026/08/11) ZZ0‹Z†#“e#×J4!S#ßMJÀ (https://www.tsmc.com) 6ç5=o0V!S$1#–!Ser\fiYæY§>JÀ (https://mops.twse.com.tw) a·)Yæ0V!S$1Û ^5Ý‘X? I ·3X?
Slide 12 — https://www.tsmc.com
Unleash Innovation © 11 2026 TSMC, Ltd TSMC Property https://www.tsmc.com [email protected]