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.

37 matches for “Margin”; 5 quoted, at least 25 words apart.

Wendell Huangcompanyprepared

…strong demand for our industry-leading 3 nanometer and 5 nanometer technologies. Gross margin increased by 1.2 percentage points sequentially to 59%, mainly reflecting a higher…

Wendell Huangcompanyprepared

…to $90 billion, or increased 33.9% in NT to TWD2.89 trillion. Gross margin increased 1.7 percentage points to 56.1%, mainly reflecting improvements in overall capacity…

Wendell Huangcompanyprepared

…mid-point. Based on the exchange rate assumption of $1 to TWD32.8, gross margin is expected to be between 57% and 59%, operating margin between 46.5%…

Wendell Huangcompanyprepared

…first quarter 2025 profitability. Compared to third quarter, our fourth quarter gross margin increased by 120 basis points sequentially to 59%, primarily due to a…

Wendell Huangcompanyprepared

…other hand, as we have said before, we forecast 2% to 3% margin dilution impact from the ramp-up of our overseas fabs. The impact is…

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