TSMC (TSM): FY25 Q1 earnings call, Apr 17, 2025

Thu, Apr 17Earnings callSpeaker-labelled transcriptTSMC

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).

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

Wendell Huangcompanyprepared

…as our business was impacted by smartphone seasonality, partially offset by continued growth in AI-related demand. In spite of the January 21 earthquake and several…

Wendell Huangcompanyprepared

…At TSMC, higher level of capital expenditures is always correlated with higher growth opportunities in the following years. We reiterate our 2025 capital budget is…

Wendell Huangcompanyprepared

…expand our capacity in Arizona. Even as we invest for the future growth with this level of CapEx spending in 2025, we remain committed to…

C.C. Weicompanyprepared

…the first quarter was impacted by smartphone seasonality, partially offset by continued growth in AI-related demand. Moving to second quarter 2025, we expect our business…

C.C. Weicompanyprepared

…year-over-year in 2025, which is consistent with IDC's forecast of 11% year-over-year growth for Foundry 2.0. Now let me talk about the recent tariff. We…

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