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.
8 matches for “Memory”; 5 quoted, at least 25 words apart.
…do you see for those end markets, right? You talked about the memory costs, et cetera. So can you give us some your underlying assumption…
…demand, especially in the context where the certain component costs such as memory costs are rising. So he wants to know what do we see…
…for PC or the smartphone, to tell the truth, we expect higher memory price. So we expect the unit growth will be very minimal. But…
…of the high-end smartphones. The high-end smartphone is less sensitive to the memory price. So the demand is still strong. Using one sentence, I'd like…
…regarding the consumer and demand outlook. So C.C. also mentioned that the memory price actually inflation and he also pushing up the cost of the…
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