TSMC (TSM)
As of Oct 24, 2026, Kalshi and Polymarket have settled 27 word markets on TSMC’s earnings calls since 2025, on 25 different words.
History Wall
1–25 of 25, most settled first| Word | Q4’24Jan '25 | Q1’25Apr '25 | Q2’25Jul '25 | Q3’25Oct '25 | Q4’25Jan '26 | Q1’26Apr '26 | Q2’26Jul '26 | Q3’26last call | Trend | Last 8 | Scripted | All-time | Probability |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arizona | 10 times: Arizona, Q4’24 Jan '25, counts as said | 28 times: Arizona, Q1’25 Apr '25, counts as said | 7 times: Arizona, Q2’25 Jul '25, counts as said | 8 times: Arizona, Q3’25 Oct '25, counts as said | 10 times: Arizona, Q4’25 Jan '26, counts as said | 5 times: Arizona, Q1’26 Apr '26, counts as said | 6 times: Arizona, Q2’26 Jul '26, counts as said | 6 times: Arizona, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 24/8130% | 94%n=2+tx from settlement history blended with transcripts |
| CapEx | 7 times: CapEx, Q4’24 Jan '25, counts as said | 4 times: CapEx, Q1’25 Apr '25, counts as said | 21 times: CapEx, Q2’25 Jul '25, counts as said | 23 times: CapEx, Q3’25 Oct '25, counts as said | 29 times: CapEx, Q4’25 Jan '26, counts as said | 32 times: CapEx, Q1’26 Apr '26, counts as said | 47 times: CapEx, Q2’26 Jul '26, counts as said | 24 times: CapEx, Q3’26 Oct '26, counts as said | rising | 8/8100% | 8/8100% | 80/8199% | 97%n=2+tx from settlement history blended with transcripts |
| A16 | 7 times: A16, Q4’24 Jan '25, counts as said | 7 times: A16, Q1’25 Apr '25, counts as said | 13 times: A16, Q2’25 Jul '25, counts as said | 5 times: A16, Q3’25 Oct '25, counts as said | 5 times: A16, Q4’25 Jan '26, counts as said | 1 time: A16, Q1’26 Apr '26, counts as said | 0 times: A16, Q2’26 Jul '26 | 0 times: A16, Q3’26 Oct '26 | falling | 6/875% | 6/875% | 13/8116% | 68%n=1+tx from settlement history blended with transcripts |
| Agentic | 0 times: Agentic, Q4’24 Jan '25 | 0 times: Agentic, Q1’25 Apr '25 | 0 times: Agentic, Q2’25 Jul '25 | 0 times: Agentic, Q3’25 Oct '25 | 0 times: Agentic, Q4’25 Jan '26 | 4 times: Agentic, Q1’26 Apr '26, counts as said | 8 times: Agentic, Q2’26 Jul '26, counts as said | 7 times: Agentic, Q3’26 Oct '26, counts as said | rising | 3/838% | 3/838% | 3/814% | 84%n=1+tx from settlement history blended with transcripts |
| AI / Artificial Intelligence10+ times | 60 times: AI / Artificial Intelligence 10+ times, Q4’24 Jan '25, counts as said | 36 times: AI / Artificial Intelligence 10+ times, Q1’25 Apr '25, counts as said | 55 times: AI / Artificial Intelligence 10+ times, Q2’25 Jul '25, counts as said | 58 times: AI / Artificial Intelligence 10+ times, Q3’25 Oct '25, counts as said | 47 times: AI / Artificial Intelligence 10+ times, Q4’25 Jan '26, counts as said | 40 times: AI / Artificial Intelligence 10+ times, Q1’26 Apr '26, counts as said | 45 times: AI / Artificial Intelligence 10+ times, Q2’26 Jul '26, counts as said | 48 times: AI / Artificial Intelligence 10+ times, Q3’26 Oct '26, counts as said | steady | 8/8100% | 7/888% | 24/8130% | 91%n=1+tx from settlement history blended with transcripts |
| Automotive | 6 times: Automotive, Q4’24 Jan '25, counts as said | 1 time: Automotive, Q1’25 Apr '25, counts as said | 2 times: Automotive, Q2’25 Jul '25, counts as said | 1 time: Automotive, Q3’25 Oct '25, counts as said | 4 times: Automotive, Q4’25 Jan '26, counts as said | 3 times: Automotive, Q1’26 Apr '26, counts as said | 3 times: Automotive, Q2’26 Jul '26, counts as said | 1 time: Automotive, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 52/8164% | 87%n=1+tx from settlement history blended with transcripts |
| China | 4 times: China, Q4’24 Jan '25, counts as said | 3 times: China, Q1’25 Apr '25, counts as said | 5 times: China, Q2’25 Jul '25, counts as said | 3 times: China, Q3’25 Oct '25, counts as said | 0 times: China, Q4’25 Jan '26 | 0 times: China, Q1’26 Apr '26 | 0 times: China, Q2’26 Jul '26 | 0 times: China, Q3’26 Oct '26 | falling | 4/850% | 2/825% | 57/8170% | 34%n=1+tx from settlement history blended with transcripts |
| Foundry | 9 times: Foundry, Q4’24 Jan '25, counts as said | 4 times: Foundry, Q1’25 Apr '25, counts as said | 0 times: Foundry, Q2’25 Jul '25 | 6 times: Foundry, Q3’25 Oct '25, counts as said | 11 times: Foundry, Q4’25 Jan '26, counts as said | 5 times: Foundry, Q1’26 Apr '26, counts as said | 9 times: Foundry, Q2’26 Jul '26, counts as said | 2 times: Foundry, Q3’26 Oct '26, counts as said | steady | 7/888% | 6/875% | 76/8194% | 92%n=1+tx from settlement history blended with transcripts |
| Growth5+ times | 42 times: Growth 5+ times, Q4’24 Jan '25, counts as said | 21 times: Growth 5+ times, Q1’25 Apr '25, counts as said | 17 times: Growth 5+ times, Q2’25 Jul '25, counts as said | 46 times: Growth 5+ times, Q3’25 Oct '25, counts as said | 33 times: Growth 5+ times, Q4’25 Jan '26, counts as said | 20 times: Growth 5+ times, Q1’26 Apr '26, counts as said | 20 times: Growth 5+ times, Q2’26 Jul '26, counts as said | 16 times: Growth 5+ times, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 79/8198% | 91%n=1+tx from settlement history blended with transcripts |
| HPC | 10 times: HPC, Q4’24 Jan '25, counts as said | 7 times: HPC, Q1’25 Apr '25, counts as said | 11 times: HPC, Q2’25 Jul '25, counts as said | 4 times: HPC, Q3’25 Oct '25, counts as said | 10 times: HPC, Q4’25 Jan '26, counts as said | 8 times: HPC, Q1’26 Apr '26, counts as said | 4 times: HPC, Q2’26 Jul '26, counts as said | 4 times: HPC, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 45/8156% | 93%n=1+tx from settlement history blended with transcripts |
| Japan | 2 times: Japan, Q4’24 Jan '25, counts as said | 5 times: Japan, Q1’25 Apr '25, counts as said | 6 times: Japan, Q2’25 Jul '25, counts as said | 2 times: Japan, Q3’25 Oct '25, counts as said | 2 times: Japan, Q4’25 Jan '26, counts as said | 2 times: Japan, Q1’26 Apr '26, counts as said | 4 times: Japan, Q2’26 Jul '26, counts as said | 1 time: Japan, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 33/8141% | 86%n=1+tx from settlement history blended with transcripts |
| Marginevery call | 37 times: Margin, Q4’24 Jan '25, counts as said | 25 times: Margin, Q1’25 Apr '25, counts as said | 35 times: Margin, Q2’25 Jul '25, counts as said | 20 times: Margin, Q3’25 Oct '25, counts as said | 15 times: Margin, Q4’25 Jan '26, counts as said | 29 times: Margin, Q1’26 Apr '26, counts as said | 12 times: Margin, Q2’26 Jul '26, counts as said | 19 times: Margin, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 81/81100% | 97%n=1+tx from settlement history blended with transcripts |
| N2 | 9 times: N2, Q4’24 Jan '25, counts as said | 10 times: N2, Q1’25 Apr '25, counts as said | 41 times: N2, Q2’25 Jul '25, counts as said | 11 times: N2, Q3’25 Oct '25, counts as said | 11 times: N2, Q4’25 Jan '26, counts as said | 6 times: N2, Q1’26 Apr '26, counts as said | 4 times: N2, Q2’26 Jul '26, counts as said | 6 times: N2, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 20/8125% | 93%n=1+tx from settlement history blended with transcripts |
| Nanometer | 22 times: Nanometer, Q4’24 Jan '25, counts as said | 24 times: Nanometer, Q1’25 Apr '25, counts as said | 34 times: Nanometer, Q2’25 Jul '25, counts as said | 10 times: Nanometer, Q3’25 Oct '25, counts as said | 21 times: Nanometer, Q4’25 Jan '26, counts as said | 0 times: Nanometer, Q1’26 Apr '26 | 0 times: Nanometer, Q2’26 Jul '26 | 0 times: Nanometer, Q3’26 Oct '26 | falling | 5/862% | 5/862% | 77/8195% | 83%n=1+tx from settlement history blended with transcripts |
| Outlook | 8 times: Outlook, Q4’24 Jan '25, counts as said | 7 times: Outlook, Q1’25 Apr '25, counts as said | 6 times: Outlook, Q2’25 Jul '25, counts as said | 5 times: Outlook, Q3’25 Oct '25, counts as said | 7 times: Outlook, Q4’25 Jan '26, counts as said | 8 times: Outlook, Q1’26 Apr '26, counts as said | 15 times: Outlook, Q2’26 Jul '26, counts as said | 8 times: Outlook, Q3’26 Oct '26, counts as said | rising | 8/8100% | 8/8100% | 79/8198% | 95%n=1+tx from settlement history blended with transcripts |
| Profitable | 3 times: Profitable, Q4’24 Jan '25, counts as said | 2 times: Profitable, Q1’25 Apr '25, counts as said | 1 time: Profitable, Q2’25 Jul '25, counts as said | 2 times: Profitable, Q3’25 Oct '25, counts as said | 3 times: Profitable, Q4’25 Jan '26, counts as said | 1 time: Profitable, Q1’26 Apr '26, counts as said | 2 times: Profitable, Q2’26 Jul '26, counts as said | 1 time: Profitable, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 31/8138% | 84%n=1+tx from settlement history blended with transcripts |
| Quarterevery call 15+ times | 31 times: Quarter 15+ times, Q4’24 Jan '25, counts as said | 53 times: Quarter 15+ times, Q1’25 Apr '25, counts as said | 48 times: Quarter 15+ times, Q2’25 Jul '25, counts as said | 38 times: Quarter 15+ times, Q3’25 Oct '25, counts as said | 34 times: Quarter 15+ times, Q4’25 Jan '26, counts as said | 38 times: Quarter 15+ times, Q1’26 Apr '26, counts as said | 29 times: Quarter 15+ times, Q2’26 Jul '26, counts as said | 34 times: Quarter 15+ times, Q3’26 Oct '26, counts as said | steady | 8/8100% | 8/8100% | 81/81100% | 84%n=1+tx from settlement history blended with transcripts |
| Shortage | 0 times: Shortage, Q4’24 Jan '25 | 1 time: Shortage, Q1’25 Apr '25, counts as said | 0 times: Shortage, Q2’25 Jul '25 | 0 times: Shortage, Q3’25 Oct '25 | 1 time: Shortage, Q4’25 Jan '26, counts as said | 0 times: Shortage, Q1’26 Apr '26 | 5 times: Shortage, Q2’26 Jul '26, counts as said | 2 times: Shortage, Q3’26 Oct '26, counts as said | rising | 4/850% | 1/812% | 21/8126% | 75%n=1+tx from settlement history blended with transcripts |
| Smartphone | 14 times: Smartphone, Q4’24 Jan '25, counts as said | 5 times: Smartphone, Q1’25 Apr '25, counts as said | 7 times: Smartphone, Q2’25 Jul '25, counts as said | 6 times: Smartphone, Q3’25 Oct '25, counts as said | 13 times: Smartphone, Q4’25 Jan '26, counts as said | 6 times: Smartphone, Q1’26 Apr '26, counts as said | 2 times: Smartphone, Q2’26 Jul '26, counts as said | 4 times: Smartphone, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 65/8180% | 93%n=1+tx from settlement history blended with transcripts |
| Taiwan3+ times | 21 times: Taiwan 3+ times, Q4’24 Jan '25, counts as said | 19 times: Taiwan 3+ times, Q1’25 Apr '25, counts as said | 6 times: Taiwan 3+ times, Q2’25 Jul '25, counts as said | 5 times: Taiwan 3+ times, Q3’25 Oct '25, counts as said | 13 times: Taiwan 3+ times, Q4’25 Jan '26, counts as said | 5 times: Taiwan 3+ times, Q1’26 Apr '26, counts as said | 5 times: Taiwan 3+ times, Q2’26 Jul '26, counts as said | 4 times: Taiwan 3+ times, Q3’26 Oct '26, counts as said | falling | 8/8100% | 8/8100% | 41/8151% | 85%n=1+tx from settlement history blended with transcripts |
| Tariff | 0 times: Tariff, Q4’24 Jan '25 | 19 times: Tariff, Q1’25 Apr '25, counts as said | 3 times: Tariff, Q2’25 Jul '25, counts as said | 1 time: Tariff, Q3’25 Oct '25, counts as said | 1 time: Tariff, Q4’25 Jan '26, counts as said | 0 times: Tariff, Q1’26 Apr '26 | 0 times: Tariff, Q2’26 Jul '26 | 0 times: Tariff, Q3’26 Oct '26 | falling | 4/850% | 4/850% | 8/8110% | 42%n=1+tx from settlement history blended with transcripts |
| A12 / A13 | 0 times: A12 / A13, Q4’24 Jan '25 | 1 time: A12 / A13, Q1’25 Apr '25, counts as said | 0 times: A12 / A13, Q2’25 Jul '25 | 0 times: A12 / A13, Q3’25 Oct '25 | 0 times: A12 / A13, Q4’25 Jan '26 | 0 times: A12 / A13, Q1’26 Apr '26 | 9 times: A12 / A13, Q2’26 Jul '26, counts as said | 1 time: A12 / A13, Q3’26 Oct '26, counts as said | rising | 3/838% | 2/825% | 18/8122% | 62%n=1+tx from settlement history blended with transcripts |
| Data Center5+ times | 2 times: Data Center 5+ times, Q4’24 Jan '25, below the threshold | 1 time: Data Center 5+ times, Q1’25 Apr '25, below the threshold | 9 times: Data Center 5+ times, Q2’25 Jul '25, counts as said | 4 times: Data Center 5+ times, Q3’25 Oct '25, below the threshold | 4 times: Data Center 5+ times, Q4’25 Jan '26, below the threshold | 5 times: Data Center 5+ times, Q1’26 Apr '26, counts as said | 8 times: Data Center 5+ times, Q2’26 Jul '26, counts as said | 4 times: Data Center 5+ times, Q3’26 Oct '26, below the threshold | rising | 3/838% | 2/825% | 10/8112% | 34%n=1+tx from settlement history blended with transcripts |
| Memory | 8 times: Memory, Q4’24 Jan '25, counts as said | 0 times: Memory, Q1’25 Apr '25 | 0 times: Memory, Q2’25 Jul '25 | 0 times: Memory, Q3’25 Oct '25 | 8 times: Memory, Q4’25 Jan '26, counts as said | 2 times: Memory, Q1’26 Apr '26, counts as said | 8 times: Memory, Q2’26 Jul '26, counts as said | 0 times: Memory, Q3’26 Oct '26 | steady | 4/850% | 3/838% | 58/8172% | 66%n=1+tx from settlement history blended with transcripts |
| Samsung | 0 times: Samsung, Q4’24 Jan '25 | 0 times: Samsung, Q1’25 Apr '25 | 0 times: Samsung, Q2’25 Jul '25 | 0 times: Samsung, Q3’25 Oct '25 | 0 times: Samsung, Q4’25 Jan '26 | 5 times: Samsung, Q1’26 Apr '26, counts as said | 1 time: Samsung, Q2’26 Jul '26, counts as said | 0 times: Samsung, Q3’26 Oct '26 | rising | 2/825% | 1/812% | 26/8132% | 42%n=1+tx from settlement history blended with transcripts |
- times said on that call
- counted as said (ring)
- no call
- probability next time, with n
- Select a word or a cell for its quotes
What the columns mean
- Last N
- of the appearances shown, how many counted as said
- Trend
- how the count moved over these calls
- Scripted
- calls of the last 8 where it was said in the prepared remarks
- All-time
- every call on file
- Probability
- the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history
Appearances and settled record
latest 12Our transcript counts matched how 25 of 27 settled words resolved (92.6%). How we check.
| Date | Appearance | Text | Words | Settled | Our count agreed |
|---|---|---|---|---|---|
| Oct 15, 2026 | Earnings call FY26 Q3 | Speaker-labelled transcript | 15 | 11 yes · 4 no | 13/15 (87%) |
| Jul 16, 2026 | Earnings call FY26 Q2 | Speaker-labelled transcript | 0 | – | – |
| Apr 16, 2026 | Earnings call FY26 Q1 | Speaker-labelled transcript | 0 | – | – |
| Jan 15, 2026 | Earnings call FY25 Q4 | Speaker-labelled transcript | 0 | – | – |
| Oct 16, 2025 | Earnings call FY25 Q3 | Speaker-labelled transcript | 12 | 12 yes · 0 no | 12/12 (100%) |
| Jul 17, 2025 | Earnings call FY25 Q2 | Speaker-labelled transcript | 0 | – | – |
| Apr 17, 2025 | Earnings call FY25 Q1 | Speaker-labelled transcript | 0 | – | – |
| Jan 16, 2025 | Earnings call FY24 Q4 | Speaker-labelled transcript | 0 | – | – |
| Oct 17, 2024 | Earnings call FY24 Q3 | Speaker-labelled transcript | 0 | – | – |
| Jul 18, 2024 | Earnings call FY24 Q2 | Speaker-labelled transcript | 0 | – | – |
| Apr 18, 2024 | Earnings call FY24 Q1 | Speaker-labelled transcript | 0 | – | – |
| Jan 18, 2024 | Earnings call FY23 Q4 | Speaker-labelled transcript | 0 | – | – |
Citeparrot.markets, “TSMC (TSM): earnings call word history”, as of Oct 24, 2026, https://parrot.markets/earnings/TSM (CC BY 4.0)
Agents: this page as TSV at /api/v1/entity/tsmc · words: /api/v1/history?entity=tsmc · columnar JSON in #parrot-data · llms.txt · MCP