TSMC (TSM): FY26 Q1 earnings call, Apr 16, 2026
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).
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 “HPC”; 5 quoted, at least 25 words apart.
…for 74% of wafer revenue. Moving on to revenue contribution by platform. HPC increased 20% quarter-over-quarter to account for 61% of our first quarter revenue.…
…the multiyear structural demand from the industry megatrends of 5G, AI, and HPC. We now expect our 2026 capital budget to be towards the high…
…Hsinchu and Kaohsiung site, supported by strong demand from both smartphone and HPC AI applications. With our strategy of continuous enhancement, such as N2P and…
…pipeline of demand for 3 nm technologies, which are used by smartphone, HPC AI, including HBM-based ASICs, automotive and IoT customers. In Taiwan, we are…
…a high level of customer interest and engagement from both smartphone and HPC applications. Volume production is scheduled for 2028. Our A14 technology and its…
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