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 “Memory”; 5 quoted, at least 25 words apart.
…but how about Samsung Foundry, right? They got a huge profit from memory business. Intel got a U.S. policy support. I'm not sure how TSMC…
…strong, CPU is a great opportunity for TSMC, but how about those memory cost increase? This big chunk of this AI CapEx. What's the update…
…your profitability. C.C., you joke that you are definitely jealous of your memory competitor on their margins, it definitely feels like profitability-wise, longer term foundry,…
…profitability and pricing to a certain extent. Of course, some of the memory makers are making very good profitability and margins today, he notes the…
Yes, I'm really jealous about memory companies, 86% gross margin. 86%? About 68%, I would be happy about that. All right. Anyway, I answered the…
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