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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Data Center”; 5 quoted, at least 25 words apart.
First question on demand. I think C. C. you mentioned data center AI demand definitely looks better than maybe 3 months back. Last quarter, you…
…them one by one. His first question is on the demand, particularly data center and AI-related demand. As C.C. said in his remarks, it is…
…this because in the last few months, we've seen so many gigawatts data center announcements. I think this week, we had one from Meta that…
…So it's very -- and he also notes that the demand from data centers continues to be very strong. So his question is basically very…
…is right. Recently, we saw a lot of announcement of the AI data center all over the world and the demand on 3-nanometer, actually on…
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