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.

21 matches for “Taiwan”; 5 quoted, at least 25 words apart.

Wendell Huangcompanyprepared

…ramp up. We also expect inflationary costs, including higher electricity prices in Taiwan to impact our gross margin by at least 1% in 2025. In…

C.C. Weicompanyprepared

…utilizing N4 process technology with a yield comparable to our fabs in Taiwan. We expect a smooth ramp-up process and with our strong manufacturing capability…

C.C. Weicompanyprepared

…technology fab in Dresden, Germany, focusing on automotive and industrial applications. In Taiwan, we continue to receive support from Taiwan government, and we are investing…

C.C. Weicompanyprepared

…We are also expanding our advanced packaging facilities across several locations in Taiwan. As we have said before, under today's fragmented globalization environment, overseas fab…

Gokul Hariharancompanyprepared

…been N minus 1. Now you don't have the restriction from the Taiwan government to go and invest in the latest node. What has been…

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