TSMC (TSM): FY25 Q4 earnings call, Jan 15, 2026
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “HPC”; 5 quoted, at least 25 words apart.
…up from 69% in 2024. Moving on to revenue contribution by platform. HPC increased 4% quarter-over-quarter to account for 55% of our fourth quarter revenue.…
…11%, 15% and 34%, respectively, in 2025, while DCE remains flat. Overall, HPC accounted for 58% of our 2025 revenue. Smartphone accounted for 29%. IoT…
…the multiyear structural demand from the industry megatrends of 5G, AI and HPC. In 2025, we spent USD 40.9 billion as compared to USD 29.8…
…be fueled by all 4 of our growth platform, which are smartphone, HPC, IoT and automotive in the next several years. As the world's most…
…to support the need of our leading-edge customers in smartphone, AI and HPC applications. Next, in Japan, thanks to the strong support from the Japan…
Agents: this page as TSV at /api/v1/appearances/tsmc:2026-01-15:earnings_call · words: /api/v1/brief?appearance=tsmc:2026-01-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP