TSMC (TSM): FY25 Q4 earnings call, Jan 15, 2026

Thu, Jan 15Earnings callSpeaker-labelled transcriptTSMC

No Kalshi or Polymarket word markets were listed for TSMC’s Jan 15, 2026 earnings call (FY25 Q4). 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.

10 matches for “Arizona”; 5 quoted, at least 25 words apart.

C.C. Weicompanyprepared

…existing fab schedule to the extent possible, both in Taiwan and in Arizona. We will also leverage our manufacturing excellence to drive greater productivity in…

C.C. Weicompanyprepared

…state and city government, we are speeding up our capacity expansion in Arizona and executing well to our plan. Our first fab has already successfully…

C.C. Weicompanyprepared

…plan will enable TSMC to scale up an independent giga-fab cluster in Arizona to support the need of our leading-edge customers in smartphone, AI and…

Jeff Sucompanyprepared

…partly around recent reports that we intend to build more fabs in Arizona. So his question is how should we or how is TSMC thinking…

C.C. Weicompanyprepared

That's a long question. We built a fab in Arizona, and we work hard. So today, everything, even the yield or defect density is almost…

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