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.
6 matches for “Outlook”; 5 quoted, at least 25 words apart.
…let's turn to our current quarter guidance. Based on the current business outlook, we expect our third quarter revenue to be between TWD 31.8 billion…
…Wendell. Good afternoon, everyone. First, let me start with our near-term demand outlook. We concluded our second quarter with revenue of USD 30.1 billion, above…
…to be robust. Recent developments are also positive to AI's long-term demand outlook. The explosive growth in token volume demonstrate increasing AI model usage and…
…is around N5 and N3. He wants to know what is the outlook, the supply-demand at these 2 advanced nodes in the coming 2 years.…
…because of constraints in the construction? And her other part of this question is what is the CapEx outlook for '26 and '27, I guess?
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