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.

11 matches for “N2”; 5 quoted, at least 25 words apart.

Jen-Chau Huangcompanyprepared

…the CapEx dollar required to build 1,000 wafer per month capacity of N2 is substantially higher than 1,000 wafer per month capacity for N3. The…

C.C. Weicompanyprepared

…global logic industry for years to come. Last, let me talk about N2 and A16 status. Our 2-nanometer and A16 technologies lead the industry in…

C.C. Weicompanyprepared

…of continuous enhancement, we also introduced a N2P as an extension of N2 family. N2P features further performance and power benefits on top of N2…

C.C. Weicompanyprepared

…Volume production is on track for the second half 2026. We believe N2, N2P, A16 and its derivatives will propel our N2 family to be…

C.C. Weicompanyqa

…But every year, you have to improve. As we said, we have N2, N2P and then you won't be surprised, and the third one will…

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