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Valuation

April 16th, 2026

Jeff Su

Good afternoon, everyone, and welcome to TSMC's First Quarter 2026 Earnings Conference Call. This is Jeff Su, TSMC's Director of Investor Relations and your host for today. TSMC is hosting our earnings conference call via live audio webcast through the company's website at www.tsmc.com, where you can also download the earnings release materials. [Operator Instructions]. The format for today's event will be as follows: First, TSMC's Senior Vice President and CFO, Mr. Wendell Huang, will summarize our operations in the first quarter 2026, followed by our guidance for the second quarter 2026. Afterwards, Mr. Huang and TSMC's Chairman and CEO, Dr.

C.C. Wei, will jointly provide the company's key messages. Then we will open the line for the Q&A session. As usual, I would like to remind everybody that today's discussions may contain forward-looking statements that are subject to significant risks and uncertainties, which could cause actual results to differ materially from those contained in the forward-looking statements. So please refer to the safe harbor notice that appears in our press release. And now I would like to turn the call over to TSMC's CFO, Mr. Wendell Huang, for the summary of operations and the current quarter guidance.

Jen-Chau Huang

Thank you, Jeff. Good afternoon, everyone. Thank you for joining us today. My presentation will start with financial highlights for the first quarter 2026. After that, I will provide the guidance for the second quarter 2026. First quarter revenue increased 8.4% sequentially in NT supported by strong demand for our leading-edge process technologies...

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Earnings Call Transcripts:

Q1 '26

April 16th, 2026

Q4 '25

January 15th, 2026

Q3 '25

October 16th, 2025

Q2 '25

July 17th, 2025

Q1 '25

April 17th, 2025

Q4 '24

January 16th, 2025

Q3 '24

October 17th, 2024

Q2 '24

July 18th, 2024

Q1 '24

April 18th, 2024

Q4 '23

January 18th, 2024

Q3 '23

October 19th, 2023

Q2 '23

July 20th, 2023