TSMC (TSM): FY26 Q1 earnings call, Apr 16, 2026

Thu, Apr 16Earnings callSpeaker-labelled transcriptTSMC

No Kalshi or Polymarket word markets were listed for TSMC’s Apr 16, 2026 earnings call (FY26 Q1). 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.

4 matches for “Agentic”; 3 quoted, at least 25 words apart.

C.C. Weicompanyprepared

The shift from generative AI and the query mode to agentic AI and the command and the action mode is leading to another step up…

Charles Shianalystqa

…conversation about CPU now becoming part of the AI infrastructure, especially for agentic workloads. Any chance for TSMC to maybe provide us revised numbers for…

Jeff Sucompanyqa

…for training inference in the data center. He notes now with the agentic AI, he wants to know, will we start to include CPUs in…

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