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.

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

Wendell Huangcompanyprepared

…the first quarter was slightly above the midpoint of our guidance. Gross margin decreased 0.2 percentage points sequentially to 58.8%, primarily due to the earthquake…

Wendell Huangcompanyprepared

…midpoint. Based on the exchange rate assumption of US$1 to TWD32.5, gross margin is expected to be between 57% and 59%, operating margin between 47%…

Wendell Huangcompanyprepared

…quarter of 2025 profitability. Compared to fourth quarter, our first quarter gross margin slightly decreased by 20 basis points sequentially to 58.8%. This was primarily…

Wendell Huangcompanyprepared

…by cost improvement efforts. We have just guided our second quarter gross margin to decrease by 80 basis points to 58% at the midpoint, primarily…

Wendell Huangcompanyprepared

…ramp up further in Kumamoto and Arizona and forecast 2% to 3% margin dilution impact for the full-year 2025. As we have said before, under…

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