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.

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

Gokul Hariharancompanyprepared

…you see right now? That's one. Second, chips obviously is the current shortage, but there is also a lot of discussion about data center delay,…

C.C. Weicompanyprepared

…say that since our capacity in the back end is so in shortage mode, the gap is bigger. I welcome that the competitor offers some…

C.C. Weicompanyprepared

…different segment. Only the one which are related to AI is in shortage, which is the most important one, is the number one, is power…

C.C. Weicompanyprepared

…demand. As I pointed out in my statement, other area, no, it's not so much of, say, in a lot of shortage. Not at all.

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