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.
12 matches for “HPC”; 5 quoted, at least 25 words apart.
…for 74% of wafer revenue. Moving on to revenue contribution by platform. HPC increased 14% quarter-over-quarter to account for 60% of our second quarter revenue.…
…guidance in U.S. dollar terms, mainly due to continued robust AI and HPC- related demand. Moving into the third quarter of 2025, we expect our…
…for our industry-leading 3-nanometer and 5-nanometer technologies underpinned by growth in our HPC platform. Amidst the uncertainties, we will remain mindful of the potential tariff-…
…to support the needs of our leading-edge customers in smartphone, AI and HPC applications. We also plan to build 2 new advanced packaging facilities and…
…and 5-nanometer in the first 2 years, fueled by both smartphone and HPC applications, N2 will deliver full node performance and power benefit with 10…
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