TSMC (TSM): FY25 Q1 earnings call, Apr 17, 2025
No Kalshi or Polymarket word markets were listed for TSMC’s Apr 17, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “China”; 4 quoted, at least 25 words apart.
…uncertainty nowadays. Last two days, we have like H20 being banned in China. So how does that impact to TSMC focus and production planning, right?…
…to double this year despite the U.S. ban on AI GPUs into China. And I guess, China was a meaningful portion of accelerated shipments well…
…is on the AI demand that although there is a ban in China, on certain AI chips or products that we reiterated our AI accelerated…
…still the demand is very strong. And you are right. Other than China, the demand is still very strong, especially in U.S. And so we…
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