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.

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

Wendell Huangcompanyprepared

…dollar or 5.1% in U.S. dollars as our business was impacted by smartphone seasonality, partially offset by continued growth in AI-related demand. In spite of…

Wendell Huangcompanyprepared

…increased 7% quarter-over-quarter to account for 59% of our first quarter revenue. Smartphone decreased 22% to account for 28%. IoT decreased 9% to account for…

C.C. Weicompanyprepared

…of US$25.5 billion. Our business in the first quarter was impacted by smartphone seasonality, partially offset by continued growth in AI-related demand. Moving to second…

C.C. Weicompanyprepared

…a giga-fab cluster to support the needs of our leading-edge customers in smartphone, AI and HPC applications. With this additional US$100 billion investment plan to…

C.C. Weicompanyprepared

…both 3-nanometer and 5-nanometer in their first two years, fueled by both smartphone and HPC applications. N2 will deliver full-node performance and power benefits with…

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