TSMC References

Based only on Wisburg research notes published Sep 7-13, reviewed Sep 13 at 10:00 a.m. China time. MAIN is our lead interpretation of these sources, not measured market consensus. Forecasts are not realized results.

1. [1]

   TSMC: Communacopia + Technology 2026 conference takeaways

   Goldman Sachs via Wisburg · Note published Sep 10, 2026 · Underlying report Sep 10, 2026

   Wisburg company-reports #104877. English title adapted from the note; subscription source.

2. [2]

   TSMC: August sales on track amid tight leading-edge capacity

   JPMorgan via Wisburg · Note published Sep 10, 2026

   Wisburg company-reports #105067. English title adapted from the note; subscription source.