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.

10 matches for “Outlook”; 5 quoted, at least 25 words apart.

Wendell Huangcompanyprepared

Based on the current business outlook, we expect our second quarter revenue to be between $39.0 billion-$40.2 billion, which represents a 10% sequential increase or…

C.C. Weicompanyprepared

…Wendell. Good afternoon, everyone. First, let me start with our near-term demand outlook. We concluded our first quarter with revenue of $35.9 billion, slightly above…

C.C. Weicompanyprepared

…providers, continue to provide us with their very strong signal and positive outlook. Thus, our conviction in the multi-year AI megatrend remain high, and we…

Haas Liuanalystqa

…questions. I would like to start with your three nm gross margins outlook. You just mentioned the node is going to achieve the appropriate average…

Jeff Sucompanyqa

…for 3 nm. His question is really, what is the gross margin outlook for 3 nm? Will it cross over in the second half of…

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