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.

29 matches for “CapEx”; 5 quoted, at least 25 words apart.

Jen-Chau Huangcompanyprepared

…days. Inventory days remained steady at 74 days. Regarding cash flow and CapEx, during the fourth quarter, we generated about TWD 726 billion in cash…

Jen-Chau Huangcompanyprepared

…Even as we invest in the future growth with this level of CapEx spending in 2026, we remain committed to delivering profitable growth to our…

Jen-Chau Huangcompanyprepared

…in a very capital-intensive business. In the last 5 years alone, our CapEx totaled USD 167 billion. Our R&D investments totaled USD 30 billion. Therefore,…

Jen-Chau Huangcompanyprepared

…becoming more expensive and process complexity is increasing. As a result, the CapEx dollar required to build 1,000 wafer per month capacity of N2 is…

Jen-Chau Huangcompanyprepared

…technologies and inflationary costs. These all lead to a higher level of CapEx spending. As a result, in the last 3 years, our CapEx dollars…

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