TSMC (TSM): FY26 Q2 earnings call, Jul 16, 2026
No Kalshi or Polymarket word markets were listed for TSMC’s Jul 16, 2026 earnings call (FY26 Q2). 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 “Data Center”; 5 quoted, at least 25 words apart.
…AI is leading to a resurgence in the role of CPUs in AI data centers, which drive more silicon demand in addition to AI accelerators.
…That's one. Second, chips obviously is the current shortage, but there is also a lot of discussion about data center delay, power capacity being available.
…part of our calculus to expand the capacity, one. What about things outside of chips, like data center delays or power, these type of deals?
…and they will not put into inventory? Actually, we are checking the AI data centers of progress, the building, the location, the demand, the rest.
…will be ramped up. As time goes by, I think the AI data center need to lower down the power consumption and increase the bandwidth…
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