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.
7 matches for “Smartphone”; 5 quoted, at least 25 words apart.
…increased 20% quarter-over-quarter to account for 61% of our first quarter revenue. Smartphone decreased 11% to account for 26%. IoT increased 12% to account for…
…at both Hsinchu and Kaohsiung site, supported by strong demand from both smartphone and HPC AI applications. With our strategy of continuous enhancement, such as…
…multi-year 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 observing a high level of customer interest and engagement from both smartphone and HPC applications. Volume production is scheduled for 2028. Our A14 technology…
…top line? at this point, have you started to see some impact of consumer demand, and therefore on your demand coming from smartphone and PC?
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