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.

15 matches for “Margin”; 5 quoted, at least 25 words apart.

Jen-Chau Huangcompanyprepared

…to TWD 33.7 billion, slightly ahead of our fourth quarter guidance. Gross margin increased by 2.8 percentage points sequentially to 62.3%, primarily due to cost…

Jen-Chau Huangcompanyprepared

…or increased 31.6% in NT dollar terms to TWD 3.8 trillion. Gross margin increased 3.8 percentage points to 59.9%, mainly reflecting a higher capacity utilization…

Jen-Chau Huangcompanyprepared

…on the exchange rate assumption of USD 1 to TWD 31.6, gross margin is expected to be between 63% and 65%, operating margin between 54%…

Jen-Chau Huangcompanyprepared

…first quarter '26 profitability. Compared to third quarter, our fourth quarter gross margin increased by 280 basis points sequentially to 62.3%, primarily due to cost…

Jen-Chau Huangcompanyprepared

…1 to TWD 30.6. We have just guided our first quarter gross margin to increase by 170 basis points to 64% at the midpoint, primarily…

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