2024第三季度盈利会议

October 17, 2024 Agenda •Welcome•3Q24 Financial Results and 4Q24 Outlook•Key Messages Jeff Su, IR Director Wendell Huang, CFO Wendell Huang, CFO C.C. Wei, Chairman& CEO Q&A Safe Harbor Notice •TSMC’s statements of its current expectations are forward-looking statements subject tosignificant risks and uncertainties and actual results may differ materially from thosecontained in the forward-looking statements. •Information as to those factors that could cause actual results to vary can be found inTSMC’s 2023Annual Report on Form 20-F filed with the United States Securities andExchange Commission (the “SEC”) onApril 18, 2024and such other documents as TSMCmay file with, or submit to, the SEC from time to time. •Except as required by law, we undertake no obligation to update any forward-lookingstatement, whether as a result of new information, future events, or otherwise. Statements of Comprehensive Income *Diluted weighted average outstanding shares were 25,928mn units in 3Q24** ROE figures are annualized based on average equity attributable to shareholders of the parent company 3Q24 Revenue by Technology 3Q24 Revenue by Platform Balance Sheets & Key Indices Cash Flows 4Q24 Guidance Based on our current business outlook, management expects: RevenuetobebetweenUS$26.1billionandUS$26.9billion And, based on the exchange rate assumption of 1 US dollar to 32 NT dollars,management expects: ◼Grossprofitmargintobebetween57%and59%◼Operatingprofitmargintobebetween46.5%and48.5% Recap of Recent Major Events •Amkor and TSMC to Expand Partnership and Collaborate on Advanced Packaging in Arizona (2024/10/04) •European Semiconductor Manufacturing Company Breaks Ground on Dresden Fab (2024/08/20) •TSMC Board of Directors Approved NT$4.00 Cash Dividend for the Second Quarter of 2024 and SetDecember 12 as the Ex-Dividend Date, December 18 as the Record Date and January 9, 2025as theDistribution Date (2024/08/13) https://www.tsmc.cominvest@tsmc.com