2025年第四季度业绩说明会

2025 Fourth Quarter Earnings Conference January15, 2026 Agenda Jeff Su, IR Director •Welcome Wendell Huang, CFO •4Q25 Financial Results and 1Q26 Outlook•Key Messages 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 those •Information as to those factors that could cause actual results to vary can be found inTSMC’s 2024 Annual Report on Form 20-F filed with the United States Securities andExchange Commission (the “SEC”) onApril 17, 2025 and such other documents as TSMC •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 Selected Items from Statements of Comprehensive Income EPS (NT Dollar)ROEShipment (Kpcs, 12"-equiv. Wafer)Average Exchange Rate--USD/NTD *Diluted weighted average outstanding shares were 25,931mn units in 4Q25 4Q25 Revenue by Technology Revenue by Technology 4Q25 Revenue by Platform 2025 Revenue by Platform Balance Sheets & Key Indices Cash Flows 2025 Financial Highlights Recap of Recent Major Events •TSMC 2025 Supply Chain Management Forum Presents Awards to Outstanding Suppliers •TSMC Board of Directors Approved NT$6.00 Cash Dividend for the Third Quarter of 2025 andSet March 17, 2026 as Ex-Dividend Date, March 23, 2026 as the Record Date and April 9, 2026as the Distribution Date (2025/11/11)