Form 6-K

1934 Act Registration No. 1-14700

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16 OF

THE SECURITIES EXCHANGE ACT OF 1934

For the month of October 2012

Taiwan Semiconductor Manufacturing Company Ltd.

(Translation of Registrant’s Name Into English)

No. 8, Li-Hsin Rd. 6,

Hsinchu Science Park,

Taiwan

(Address of Principal Executive Offices)

(Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.)

Form 20-F x Form 40-F ¨

(Indicate by check mark whether the registrant by furnishing the information contained in this form is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.)

Yes ¨ No x

(If “Yes” is marked, indicated below the file number assigned to the registrant in connection with Rule 12g3-2(b): 82: .)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.


	Taiwan Semiconductor Manufacturing Company Ltd.

Date: October 25, 2012	By	/s/ Lora Ho
		Lora Ho
		Senior Vice President & Chief Financial Officer

2012 Third Quarter

Earnings Conference

October 25, 2012

2012 TSMC, Ltd

2012 TSMC, Ltd

TSMC Property

Agenda

Welcome

Elizabeth Sun

3Q12 Financial Results and 4Q12 Outlook

Lora Ho

CEO Message

Morris Chang

Q&A

Morris Chang /

Lora Ho

2012 TSMC, Ltd

TSMC Property

Safe Harbor Notice

TSMC’s statements of its current expectations are forward-

looking statements subject to significant risks and uncertainties

and actual results may differ materially from those contained in

the forward-looking statements.

Information as to those factors that could cause actual results to

vary can be found in TSMC’s Annual Report on Form 20-F filed

with the United States Securities and Exchange Commission

(the “SEC”) on April 13, 2012 and such other documents as

TSMC may file with, or submit to, the SEC from time to time.

Except as required by law, we undertake no obligation to

update any forward-looking statement, whether as a result of

new information, future events, or otherwise.

2012 TSMC, Ltd

TSMC Property

Agenda

Welcome

Elizabeth Sun

3Q12 Financial Results and 4Q12 Outlook

Lora Ho

CEO Message

Morris Chang

Q&A

Morris Chang /

Lora Ho

2012 TSMC, Ltd

TSMC Property

Income Statements

** Diluted

weighted

average

outstanding

were

25,927mn

units

3Q12

** ROE figures are annualized based on average equity attributable to shareholders of the parent

Selected

Items

from

Income

Statements

3Q12

(In NT billions)

Guidance

Net Sales

141.38

136 -

138

128.06

106.48

+10.4%

+32.8%

Gross Margin

48.8%

46% -

48%

48.6%

42.0%

+0.2 ppt

+6.8 ppts

Operating Expenses

(16.38)

(15.54)

(13.17)

+5.4%

+24.3%

Operating Margin

37.2%

34% -

36%

36.5%

29.7%

+0.8 ppt

+7.6 ppts

Non-Operating Items

1.08

(0.79)

0.56

+91.5%

Net Income

49.30

41.81

30.40

+17.9%

+62.2%

Net Margin

34.9%

32.7%

28.5%

+2.2 ppts

+6.4 ppts

EPS (NT Dollar)

1.90

1.61

1.17

+17.9%

+62.2%

ROE

30.3%

26.0%

20.9%

+4.3 ppts

+9.4 ppts

Shipment (Kpcs, 8"-equiv. Wafer)

3,860

3,701

3,180

+4.3%

+21.4%

Average Exchange Rate--NTD/USD

29.86

29.60

29.12

+0.9%

+2.5%

3Q12

2Q12

3Q11

3Q12

over

2Q12

3Q12

over

3Q11

2012 TSMC, Ltd

TSMC Property

3Q12 Revenue by Application

2Q12

3Q12

2Q12

3Q12

Communication

49%

Consumer

19%

+11%

QoQ

+4%

QoQ

+0%

Computer

Communication

Consumer

Industrial/Standard

QoQ

+17%

2Q12

3Q12

Industrial/Standard

24%

2Q12

3Q12

QoQ

Computer

2012 TSMC, Ltd

TSMC Property

3Q12 Revenue by Technology

2012 TSMC, Ltd

TSMC Property

Balance Sheets & Key Indices

Selected Items from Balance Sheets

(In NT billions)

Amount

Cash & Marketable Securities

147.75

16.8%

188.37

21.3%

120.26

16.4%

Accounts Receivable - Trade

58.41

6.6%

54.94

6.2%

45.46

6.2%

Inventory

33.25

3.8%

30.78

3.5%

25.69

3.5%

Long-Term Investment

28.64

3.3%

28.16

3.2%

36.47

5.0%

Net PP&E

580.08

66.0%

548.15

62.0%

472.95

64.4%

Total Assets

878.65

100.0%

883.91

100.0%

734.64

100.0%

Current Liabilities

119.05

13.5%

211.85

23.9%

108.37

14.7%

Long-Term Interest-bearing Debt

77.73

8.8%

37.28

4.2%

20.34

2.8%

Total Liabilities

201.51

22.9%

253.85

28.7%

133.52

18.2%

Total Shareholders' Equity

677.15

77.1%

630.06

71.3%

601.12

81.8%

Key Indices

A/R Turnover Days

Inventory Turnover Days

Current Ratio (x)

Asset Productivity (x)

* Total outstanding shares were 25,922mn units at 9/30/12

** Asset productivity = Annualized net sales / Average net fixed assets.

1.1

1.0

0.9

2.1

1.3

1.8

3Q12

2Q12

3Q11

2012 TSMC, Ltd

TSMC Property

Cash Flows

(In NT billions)

3Q12

2Q12

3Q11

Beginning Balance

178.44

170.82

150.98

Cash from operating activities

76.63

69.97

55.21

Capital expenditures

(78.33)

(59.47)

(38.05)

Cash dividends

(77.75)

0.00

(77.73)

Short-term loans

(1.02)

(3.92)

2.88

Proceeds from issuance of bonds

40.60

0.00

18.00

Investments and others

0.17

1.04

3.55

Ending Balance

138.74

178.44

114.84

Free Cash Flow

(1.70)

10.50

17.16

2012 TSMC, Ltd

TSMC Property

(1)

Figures represent number of 6”

wafers. Conversion to 8”-equivalent wafers is obtained by dividing this number by 1.78

(2)

Figures represent number of 12”

wafers. Conversion to 8”-equivalent wafers is obtained by multiplying this number by 2.25

Installed Capacity

2012 Overall Capacity +14%; 12-inch Capacity +21%

Fab-2 ( 6")

(1)

255

1,000

253

247

256

1,012

Fab-3 ( 8")

304

1,184

298

300

304

306

1,208

Fab-5 ( 8")

136

547

145

146

148

587

Fab-6 ( 8")

286

1,128

298

296

298

1,191

Fab-8 ( 8")

255

1,003

262

263

266

1,057

Fab-12 ( 12")

(2)

337

1,334

373

367

378

382

1,500

Fab-14 ( 12")

(2)

504

1,927

549

546

563

552

2,210

Fab-15 ( 12")

(2)

135

222

WaferTech ( 8")

107

429

110

111

112

444

TSMC China ( 8")

230

772

222

230

232

236

921

TSMC & Subsidiaries

3,352

12,963

3,553

3,579

3,776

3,915

14,823

(8" Equivalent Kpcs)

SSMC ( 8")

258

Total TSMC-managed

3,417

13,221

3,616

3,643

3,841

3,980

15,080

2012

(F)

4Q12

(F)

1Q12

(A)

2011

(A)

FAB / (Wafer size)

4Q11

(A)

2Q12

(A)

3Q12

(A)

2012 TSMC, Ltd

Revenue to be between NT$ 129 billion and NT$ 131 billion, at

a forecast exchange rate of 29.47 NT dollars to 1 US dollar

Gross profit margin to be between 45 % and 47 %

Operating profit margin to be between 33 % and 35 %

Based on our current business outlook and exchange rate assumption,

management expects:

4Q12 Guidance

TSMC Property

2012 TSMC, Ltd

http://www.tsmc.com

invest@tsmc.com

2012 TSMC, Ltd

TSMC Property