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.
12 matches for “Margin”; 5 quoted, at least 25 words apart.
…Based on the exchange rate assumption of $1 to TWD 32, gross margin is expected to be between 65% and 67%. Operating margin between 56%…
…quarter 2026 profitability. Compared to the first quarter, our second quarter gross margin increased by 150 basis points sequentially to 67.7%, slightly ahead of our…
…the steep ramp-up of our 2 nm technology to dilute our gross margin by about 3 percentage points-4 percentage points. This dilution is expected to…
…expect the steep ramp-up of our 2 nm to dilute our gross margin by about 3 percentage points-4 percentage points in the second half of…
…joke that you are definitely jealous of your memory competitor on their margins, it definitely feels like profitability-wise, longer term foundry, especially leading-edge foundry, should…
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