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.

4 matches for “HPC”; 4 quoted, at least 25 words apart.

Wendell Huangcompanyprepared

…for 77% of wafer revenue. Moving on to revenue contribution by platform. HPC increased 20% quarter-over-quarter to account for 66% of our second quarter revenue.…

Wendell Huangcompanyprepared

…the multi-year structural demand from the industry megatrends of 5G, AI, and HPC. Given the continued strong structural demand from our customers, including the newly…

C.C. Weicompanyprepared

…close to 90% 256 Mb SRAM yield. We are observing a strong level of customer interest and engagement from both smartphone and HPC AI applications.

Mehdi Hosseinicompanyprepared

…follow-up, actually, I want to dive into the compute part of the HPC, and I want to ask you about the networking switches. In that…

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