台积电TSMC（TSM）2025年第二季度业绩演示报告「NYSE」（英文版）（12页）.pdf

1、Unleash InnovationTSMC,Ltd02025TSMC PropertyUnleash Innovation2025 Second Quarter Earnings Conference July 17,2025Unleash InnovationTSMC,Ltd12025TSMC PropertyAgendaWelcomeJeff Su,IR Director2Q25 Financial Results and 3Q25 OutlookWendell Huang,CFOKey Messages Wendell Huang,CFO C.C.Wei,Chairman&CEOQ&A

2、Unleash InnovationTSMC,Ltd22025TSMC PropertySafe Harbor NoticeTSMCs 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 t

3、hose factors that could cause actual results to vary can be found in TSMCs 2024 Annual Report on Form 20-F filed with the United States Securities and Exchange Commission(the“SEC”)on April 17,2025 and such other documents as TSMC may file with,or submit to,the SEC from time to time.Except as require

4、d by law,we undertake no obligation to update any forward-looking statement,whether as a result of new information,future events,or otherwise.Unleash InnovationTSMC,Ltd32025TSMC PropertyStatements of Comprehensive IncomeSelected Items from Statements of Comprehensive Income 2Q25(In NT$billions unles

5、s otherwise noted)GuidanceNet Revenue(US$billions)30.0728.4-29.225.5320.82+17.8%+44.4%Net Revenue933.79839.25673.51+11.3%+38.6%Gross Margin58.6%57.0%-59.0%58.8%53.2%-0.2 ppts+5.4 pptsOperating Expenses(84.51)(85.19)(70.30)-0.8%+20.2%Operating Margin49.6%47.0%-49.0%48.5%42.5%+1.1 ppts+7.1 pptsNon-Ope

6、rating Items29.6123.8219.75+24.4%+49.9%Net Income Attributable to Shareholders of the Parent Company398.27361.56247.85+10.2%+60.7%Net Profit Margin42.7%43.1%36.8%-0.4 ppts+5.9 pptsEPS(NT Dollar)15.3613.949.56+10.2%+60.7%ROE34.8%32.7%26.7%+2.1 ppts+8.1 pptsShipment(Kpcs,12-equiv.Wafer)3,7183,2593,125