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TSMC 2022 Annual Report Website

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TSMC's 2022 Annual Report is relevant to AI safety through its coverage of semiconductor supply chain dynamics, geopolitical risks to chip manufacturing, and advanced node development (3nm, 2nm) that underpins AI compute infrastructure.

Metadata

Importance: 35/100organizational reportprimary source

Summary

TSMC's 2022 Annual Report details the company's record-breaking financial performance, technology leadership in advanced semiconductor nodes (3nm, 2nm), and strategic responses to geopolitical tensions and supply chain disruptions. It highlights the critical role semiconductors play in modern economies and national security. The report also discusses long-term demand drivers including 5G and High Performance Computing applications central to AI development.

Key Points

  • TSMC achieved its 13th consecutive year of record revenue in 2022, with 33.5% year-over-year growth, driven by advanced node demand.
  • 3-nanometer technology reached high-volume manufacturing in Q4 2022, with 2nm in active development — nodes critical for frontier AI chips.
  • Geopolitical tensions and supply chain fragility elevated semiconductor manufacturing to a national security concern for many governments.
  • Long-term demand growth is underpinned by HPC and 5G megatrends, which are closely tied to AI compute expansion.
  • TSMC is responding to customer pressure for geographic manufacturing diversification amid rising geopolitical risks.

1 FactBase fact citing this source

EntityPropertyValueAs Of
TSMCRevenue$75.9 billionDec 2022

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TSMC 2022 Annual Report Website
 

 

 
 
 
 

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The Wayback Machine - http://web.archive.org/web/20260329235749/https://investor.tsmc.com/static/annualReports/2022/english/index.html

 
 

 

 
 

 Letter to Shareholders (current)
 

 

 About TSMC
 

 

 Financial Highlights
 

 

 Download Report
 

 

 Read Online
 

 

 Previous Annual Reports
 

 
 

 

 

 

 

 
 Annual Report
 

 

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Letter to Shareholders

 

 Dear Shareholders,

 

 The year 2022 was a landmark year for TSMC. Supported by our strong technology leadership and differentiation, we delivered a thirteenth-consecutive year of record revenue, with strong profitable growth. Our 2022 annual revenue
 increased 33.5% year-over-year in U.S. dollar terms, while our EPS rose to NT$39.20, nearly tripling over the past three years....
 

 

 Read more ...
 
 

 

 

 These achievements were earned in the face of considerable economic, human and geopolitical challenges across the world. The year started with continued COVID-19 lockdowns, conflict in Ukraine, and geopolitical tensions and trade
 restrictions that severely disrupted global supply chains. Retreat of globalization and free trade fueled inflationary pressure around the world, increased macroeconomic uncertainty, and impacted consumer confidence. In the second
 half of the year, pandemic-related demand, such as remote working and remote learning, receded as many parts of the world began to re-open, and the semiconductor industry entered an inventory correction mode.
 

 

 The world also began to focus more intently on the importance of the semiconductor industry, as it suddenly recognized the critical role semiconductors play in a modern economy. The rising tensions in geopolitics also accentuated the
 attention on a resilient semiconductor supply chain, and the key role it plays in their economic and national infrastructure security.
 

 

 For TSMC, we continued to focus on the fundamentals of our business. We enriched our R&D; intensity and worked diligently on our technology development, especially 2-nanometer, to deliver full node strides in performance and power
 benefits to our customers, while offering the industry’s most advanced transistor scaling. We also increased our productivity and fab operations quality, while successfully bringing our industry-leading 3-nanometer to high volume
 manufacturing in 4Q’22. We deepened our service and expanded our capacity to support our customers’ growth, further earning their trust, as evidenced by higher scores in our annual customer survey. We enhanced our cybersecurity
 systems and meas

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