Will Applied Materials say “TSMC”?

Applied Materials did not say “TSMC” on its Aug 13, 2026 call (FY26 Q3); it said it on 1 of its last 8 calls: 0, 0, 0, 0, 0, 0, 2, 0 times. As of Nov 11, 2026, no Kalshi or Polymarket mention market on Applied Materials saying “TSMC” has settled yet. Parrot’s p for the next listing is 30% (from the transcript model), not a forecast.

30%from transcript modelNext: Earnings call, Nov 12, 2026 · counts: anyone
Counts
anyone
Market
49¢ Polymarket (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Applied Materials

TSMC

Probability
30% · n=0
Last calls
said in 1 of 8

Next listing counts: anyone

FY26 Q3 earnings call, Aug 13, 2026 · not said

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FY26 Q2 earnings call, May 14, 2026 · said 2 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

2 counted (1 in prepared remarks, 1 in Q&A).

Gary Dickersoncompanyprepared · 12:19Hear it 12:13, Gary Dickerson In transcript

…the fall. Earlier this week, we announced our EPIC co-development engagement with TSMC, who joined as a founding partner together with Micron, Samsung, and SK…

Gary Dickersoncompanyqa · 1:01:43Hear it 1:01:38, Gary Dickerson In transcript

…the entire industry. We've announced eight partners that we talked about earlier, TSMC, Samsung, Hynix, Micron, Advantest, ASU, RPI, Stanford, and we will be adding…

FY26 Q1 earnings call, Feb 12, 2026 · not said

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FY25 Q4 earnings call, Nov 13, 2025 · not said

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FY25 Q3 earnings call, Aug 15, 2025 · not said

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FY25 Q2 earnings call, May 15, 2025 · not said

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FY25 Q1 earnings call, Feb 13, 2025 · not said

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FY24 Q4 earnings call, Nov 14, 2024 · not said

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Questions

How many times did Applied Materials say “TSMC” on its last earnings call?
Applied Materials did not say “TSMC” on its Aug 13, 2026 call (FY26 Q3); it said it on 1 of its last 8 calls: 0, 0, 0, 0, 0, 0, 2, 0 times.
Who has to say it for the market to count?
Under the next market's rule: anyone.

Cite parrot.markets, “Applied Materials: ‘TSMC’ mention history”, as of Nov 11, 2026, https://parrot.markets/earnings/AMAT/words/tsmc (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=applied-materials&word=tsmc · quotes: /api/v1/quotes?entity=applied-materials&word=… · columnar JSON in #parrot-data · llms.txt · MCP