TSMC (TSM): FY25 Q2 earnings call, Jul 17, 2025

Thu, Jul 17Earnings callSpeaker-labelled transcriptTSMC

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Japan”; 5 quoted, at least 25 words apart.

C. C. Weicompanyprepared

…a key partner and enabler of the U.S. semiconductor industry. Next, in Japan, thanks to the strong support from the Japan central manufacture and local…

C. C. Weicompanyprepared

…If it is really overcapacity, we will not build a fab in Japan. We will not build a fab in Germany. So it's not overcapacity.…

Junhong Pananalystqa

…U.S. investment, how -- is that impact to other regional investment like Japan and Germany as well? And lastly, is that possible to break down…

Jeff Sucompanyqa

…ramp and speed up of the U.S. cluster expansion, how is this impacting our expansion plans in Japan and Europe, if it does at all?

C. C. Weicompanyqa

…actually, it's not affect. The investment in the U.S. or invest on the leading edge does not affect the investment in Japan or in Germany.

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