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.

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

Wendell Huangcompanyprepared

…sequentially to $35.9 billion, slightly ahead of our first quarter guidance. Gross margin increased 3.9 percentage points sequentially to 66.2%, primarily due to cost improvement…

Wendell Huangcompanyprepared

…the exchange rate assumption of one U.S. dollar to 31.7 NT, gross margin is expected to be between 65.5%-67.5%. Operating margin between 56.5%-58.5%. Also, in…

Wendell Huangcompanyprepared

Compared to fourth quarter, our first quarter gross margin increased by 390 basis points sequentially to 66.2%, primarily due to cost improvement efforts, a higher…

Wendell Huangcompanyprepared

…better cost improvement efforts. We have just guided our second quarter gross margin to increase by 30 basis points to 66.5% at the midpoint, primarily…

Wendell Huangcompanyprepared

…ramp-up of our 2 nm technology will start to dilute our gross margin in the second half of this year, and we expect between 2%…

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