TSMC (TSM): FY26 Q2 earnings call, Jul 16, 2026

Thu, Jul 16Earnings callSpeaker-labelled transcriptTSMC

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

20 matches for “Growth”; 5 quoted, at least 25 words apart.

Wendell Huangcompanyprepared

…talk about our 2026 capital budget. At TSMC, a higher level of capital expenditures is always correlated to higher growth opportunities in the following years.

Wendell Huangcompanyprepared

…$64 billion as we continue to invest heavily to support our customers' growth. We always collaborate closely with the tool suppliers well in advance to…

Wendell Huangcompanyprepared

…testing, mask making, and others. Even as we invest for the future growth with this level of CapEx spending in 2026, we remain committed to…

C.C. Weicompanyprepared

…and broad customer base, we now expect our full year 2026 revenue growth to be slightly above 40% year-over-year in U.S. dollar terms. Let me…

C.C. Weicompanyprepared

…our CapEx investment to increase our capacity to support our customers' future growth. With the strong collaboration and support from our leading U.S. customers and…

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