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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21 matches for “CapEx”; 5 quoted, at least 25 words apart.
…due to higher N3 and N5 wafer shipments. Regarding cash flow and CapEx. During the second quarter, we generated about TWD 497 billion in cash…
…Second one is the reason we ask this question is because the CapEx per area actually N2 is higher, right? And then we also heard…
…to N3 and also, can we talk a little bit N2, the CapEx is higher, but the yield is still very good. What is the…
…results and congrats. So my first question is to follow up on CapEx. So obviously, full year sales guidance is stronger. You are turning more…
…the ability that you can ramp up more capacity. And therefore, maybe in 2026 and 2027, we should expect some acceleration of your CapEx spending?
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