TSMC (TSM): FY24 Q4 earnings call, Jan 16, 2025

Thu, Jan 16Earnings callSpeaker-labelled transcriptTSMC

No Kalshi or Polymarket word markets were listed for TSMC’s Jan 16, 2025 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

42 matches for “Growth”; 5 quoted, at least 25 words apart.

Wendell Huangcompanyprepared

…first quarter to be impacted by smartphone seasonality, partially offset by continued growth in AI-related demand. Based on the current business outlook, we expect our…

Wendell Huangcompanyprepared

…and depreciation. Every year our CapEx is spent in anticipation of the growth that will follow in the future years, and our CapEx and capacity…

Wendell Huangcompanyprepared

…spent $29.8 billion, as we continue to invest to support our customers growth. With our strong technology leadership and differentiation, we are well-positioned to capture…

Wendell Huangcompanyprepared

…other nodes rolling off depreciation. Even as we invest for the future growth with this level of CapEx spending in 2025, we remain committed to…

C.C. Weicompanyprepared

…revenue increased 30% year-over-year in US dollar term, outperformed the foundry industry growth. Entering 2025, we expect fabless semiconductor inventory to have returned to a…

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