台积电TSMC（TSM）2025年第三季度财报电话会议纪要「NYSE」（英文版）（18页）.pdf

1、REFINITIV STREETEVENTSEDITED TRANSCRIPT2330.TW-Q3 2025 Taiwan Semiconductor Manufacturing Co LtdEarnings Call(Chinese,English)EVENT DATE/TIME:OCTOBER 16,2025/6:00AM GMTREFINITIV STREETEVENTS|Contact Us2025 Refinitiv.All rights reserved.Republication or redistribution of Refinitiv content,including b

2、y framing or similar means,is prohibited without the prior writtenconsent of Refinitiv.Refinitiv and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.CORPORATE PARTICIPANTSJeff Su Taiwan Semiconductor Manufacturing Co Ltd-Director,Investor RelationsWendell Huang

3、 Taiwan Semiconductor Manufacturing Co Ltd-Senior Vice President,Finance and Chief Financial Officer/SpokespersonC.C.Wei Taiwan Semiconductor Manufacturing Co Ltd-Chairman&Chief Executive OfficerCONFERENCE CALL PARTICIPANTSGokul Hariharan JPMorgan Chase&Co-AnalystCharlie Chan Morgan Stanley-AnalystS

4、unny Lin UBS AG-AnalystBruce Lu Goldman Sachs Group Inc-AnalystLaura Chen Citigroup Inc.-AnalystKrish Sankar Cowen and Company LLC-AnalystArthur Lai Macquarie Research Ltd-AnalystPRESENTATIONJeff Su-Taiwan Semiconductor Manufacturing Co Ltd-Director,Investor Relations(spoken in foreign language)Good

5、 afternoon,everyone,and welcome to TSMCs third quarter 2025 earnings conference call.This is Jeff Su,TSMCs Director of Investor Relationsand your host for today.TSMC is hosting our earnings conference call via live audio webcast through the companys website at ,where you can also download the earnin

6、gs release materials.If you are joining us through the conference call,your dial-in lines are in listen-onlymode.The format for todays event will be as follows:first,TSMCs Senior Vice President and CFO,Mr.Wendell Huang,will summarize our operations inthe third quarter 2025,followed by our guidance f