TSMC Reports Q2 2026 EPS of NT$27.25

Release Date: July 17, 115 Statement Date: July 16, 115 Statement Time: 15:12:31 Company Code: 2330 Company Name: Taiwan Semiconductor Manufacturing Company Limited Subject: TSMC's Q2 2026 Earnings Per Share at NT$27.25 Applicable Clause: Clause 51 Event Date: July 16, 115

1. Event Date: 07/16/115 2. Company Name: Taiwan Semiconductor Manufacturing Company Limited 3. Relationship with Company (Please enter '本公司' or 'Subsidiary'):本公司 4. Cross-shareholding Ratio: Not applicable 5. Reason for Occurrence: Not applicable 6. Response Measures: Not applicable 7. Other Matters to be Disclosed: TSMC today (16th) announced its Q2 2026 financial report. Consolidated revenue was approximately NT$1.27038 trillion, net income after tax was approximately NT$706.56 billion, and earnings per share (EPS) was NT$27.25 (equivalent to USD 4.31 per American Depositary Share).

Compared to the same period last year, Q2 2026 revenue increased by 36.0%, while net income after tax and EPS both rose by 77.4%. Compared to the previous quarter, revenue increased by 12.0% and net income after tax by 23.4%. All financial figures are consolidated and prepared in accordance with the International Financial Reporting Standards (TIFRS) recognized by the Financial Supervisory Commission.

In USD terms, Q2 2026 revenue was USD 40.2 billion, up 33.7% year-on-year and 12.0% quarter-on-quarter.

Q2 2026 gross margin was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%.

2-nanometer process accounted for 3% of wafer sales revenue in Q2 2026; 3-nanometer process accounted for 30%; 5-nanometer process for 33%; and 7-nanometer process for 11%. Overall, advanced processes (including 7nm and more advanced) contributed 77% of total wafer sales revenue.

Mr. Rick Tsai, Senior Vice President and CFO of TSMC, stated: 'TSMC's Q2 2026 performance benefited from strong market demand for our advanced process technologies. Entering Q3 2026, continued strong demand for our advanced technologies, including rapid capacity ramp-up of 2-nanometer process, will continue to support our performance.'

Based on current business assessment, TSMC's outlook for Q3 2026 is as follows:

· Consolidated revenue is expected to be between USD 44.6 billion and USD 45.8 billion; · Assuming an exchange rate of NT$32 to USD 1, · Gross margin is expected to be between 65% and 67%; · Operating margin is expected to be between 56% and 58%.