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.

8 matches for “Memory”; 5 quoted, at least 25 words apart.

Laura Chencompanyprepared

…could be? And previously TSMC kind of announced cooperation with the key memory suppliers globally. Can you give us more details or updates on the…

Jeff Sucompanyprepared

…how do we see this opportunity or what is the opportunity for TSMC, and what is the progress of this working with our memory partners?

Rick Hsuanalystqa

…with us your view on this year's global semiconductor revenue forecast as memory or any driver by applications in priority across the main application? Thank…

C.C. Weicompanyqa

Rick, I think the memory business will grow this year also. But all I can say is that HBM will grow very fast. And I…

Jeff Sucompanyqa

So his question is can we use Foundry 2.0 as a proxy for semiconductor ex memory?

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