TSMC (TSM): FY25 Q2 earnings call, Jul 17, 2025
No Kalshi or Polymarket word markets were listed for TSMC’s Jul 17, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Arizona”; 5 quoted, at least 25 words apart.
…ramp-up of our overseas fabs, mainly as the margin dilution from our Arizona fab started to kick in. We have just guided our third quarter…
…dilution from overseas fabs as we ramp up further in Kumamoto and Arizona. We continue to forecast the gross margin dilution from the ramp-up of…
…higher cost of overseas fabs, we will leverage our increasing size in Arizona and work on our operations to improve the cost structure. We will…
…States. This expansion includes plans for 6 advanced wafer manufacturing fab in Arizona, 2 advanced packaging fabs and a major R&D center to support the…
…will enable TSMC to scale up to a giga fab cluster in Arizona to support the needs of our leading-edge customers in smartphone, AI and…
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