TSMC (TSM)

EarningsTranscriptsUpdated

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
TSMC: every word with settled markets, most settled first
WordQ4’24Jan '25Q1’25Apr '25Q2’25Jul '25Q3’25Oct '25Q4’25Jan '26Q1’26Apr '26Q2’26Jul '26Q3’26last callTrendLast 8ScriptedAll-timeProbability
Arizona10 times: Arizona, Q4’24 Jan '25, counts as said28 times: Arizona, Q1’25 Apr '25, counts as said7 times: Arizona, Q2’25 Jul '25, counts as said8 times: Arizona, Q3’25 Oct '25, counts as said10 times: Arizona, Q4’25 Jan '26, counts as said5 times: Arizona, Q1’26 Apr '26, counts as said6 times: Arizona, Q2’26 Jul '26, counts as said6 times: Arizona, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%24/8130%94%n=2+tx from settlement history blended with transcripts
CapEx7 times: CapEx, Q4’24 Jan '25, counts as said4 times: CapEx, Q1’25 Apr '25, counts as said21 times: CapEx, Q2’25 Jul '25, counts as said23 times: CapEx, Q3’25 Oct '25, counts as said29 times: CapEx, Q4’25 Jan '26, counts as said32 times: CapEx, Q1’26 Apr '26, counts as said47 times: CapEx, Q2’26 Jul '26, counts as said24 times: CapEx, Q3’26 Oct '26, counts as saidrising8/8100%8/8100%80/8199%97%n=2+tx from settlement history blended with transcripts
A167 times: A16, Q4’24 Jan '25, counts as said7 times: A16, Q1’25 Apr '25, counts as said13 times: A16, Q2’25 Jul '25, counts as said5 times: A16, Q3’25 Oct '25, counts as said5 times: A16, Q4’25 Jan '26, counts as said1 time: A16, Q1’26 Apr '26, counts as said0 times: A16, Q2’26 Jul '260 times: A16, Q3’26 Oct '26falling6/875%6/875%13/8116%68%n=1+tx from settlement history blended with transcripts
Agentic0 times: Agentic, Q4’24 Jan '250 times: Agentic, Q1’25 Apr '250 times: Agentic, Q2’25 Jul '250 times: Agentic, Q3’25 Oct '250 times: Agentic, Q4’25 Jan '264 times: Agentic, Q1’26 Apr '26, counts as said8 times: Agentic, Q2’26 Jul '26, counts as said7 times: Agentic, Q3’26 Oct '26, counts as saidrising3/838%3/838%3/814%84%n=1+tx from settlement history blended with transcripts
AI / Artificial Intelligence10+ times60 times: AI / Artificial Intelligence 10+ times, Q4’24 Jan '25, counts as said36 times: AI / Artificial Intelligence 10+ times, Q1’25 Apr '25, counts as said55 times: AI / Artificial Intelligence 10+ times, Q2’25 Jul '25, counts as said58 times: AI / Artificial Intelligence 10+ times, Q3’25 Oct '25, counts as said47 times: AI / Artificial Intelligence 10+ times, Q4’25 Jan '26, counts as said40 times: AI / Artificial Intelligence 10+ times, Q1’26 Apr '26, counts as said45 times: AI / Artificial Intelligence 10+ times, Q2’26 Jul '26, counts as said48 times: AI / Artificial Intelligence 10+ times, Q3’26 Oct '26, counts as saidsteady8/8100%7/888%24/8130%91%n=1+tx from settlement history blended with transcripts
Automotive6 times: Automotive, Q4’24 Jan '25, counts as said1 time: Automotive, Q1’25 Apr '25, counts as said2 times: Automotive, Q2’25 Jul '25, counts as said1 time: Automotive, Q3’25 Oct '25, counts as said4 times: Automotive, Q4’25 Jan '26, counts as said3 times: Automotive, Q1’26 Apr '26, counts as said3 times: Automotive, Q2’26 Jul '26, counts as said1 time: Automotive, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%52/8164%87%n=1+tx from settlement history blended with transcripts
China4 times: China, Q4’24 Jan '25, counts as said3 times: China, Q1’25 Apr '25, counts as said5 times: China, Q2’25 Jul '25, counts as said3 times: China, Q3’25 Oct '25, counts as said0 times: China, Q4’25 Jan '260 times: China, Q1’26 Apr '260 times: China, Q2’26 Jul '260 times: China, Q3’26 Oct '26falling4/850%2/825%57/8170%34%n=1+tx from settlement history blended with transcripts
Foundry9 times: Foundry, Q4’24 Jan '25, counts as said4 times: Foundry, Q1’25 Apr '25, counts as said0 times: Foundry, Q2’25 Jul '256 times: Foundry, Q3’25 Oct '25, counts as said11 times: Foundry, Q4’25 Jan '26, counts as said5 times: Foundry, Q1’26 Apr '26, counts as said9 times: Foundry, Q2’26 Jul '26, counts as said2 times: Foundry, Q3’26 Oct '26, counts as saidsteady7/888%6/875%76/8194%92%n=1+tx from settlement history blended with transcripts
Growth5+ times42 times: Growth 5+ times, Q4’24 Jan '25, counts as said21 times: Growth 5+ times, Q1’25 Apr '25, counts as said17 times: Growth 5+ times, Q2’25 Jul '25, counts as said46 times: Growth 5+ times, Q3’25 Oct '25, counts as said33 times: Growth 5+ times, Q4’25 Jan '26, counts as said20 times: Growth 5+ times, Q1’26 Apr '26, counts as said20 times: Growth 5+ times, Q2’26 Jul '26, counts as said16 times: Growth 5+ times, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%79/8198%91%n=1+tx from settlement history blended with transcripts
HPC10 times: HPC, Q4’24 Jan '25, counts as said7 times: HPC, Q1’25 Apr '25, counts as said11 times: HPC, Q2’25 Jul '25, counts as said4 times: HPC, Q3’25 Oct '25, counts as said10 times: HPC, Q4’25 Jan '26, counts as said8 times: HPC, Q1’26 Apr '26, counts as said4 times: HPC, Q2’26 Jul '26, counts as said4 times: HPC, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%45/8156%93%n=1+tx from settlement history blended with transcripts
Japan2 times: Japan, Q4’24 Jan '25, counts as said5 times: Japan, Q1’25 Apr '25, counts as said6 times: Japan, Q2’25 Jul '25, counts as said2 times: Japan, Q3’25 Oct '25, counts as said2 times: Japan, Q4’25 Jan '26, counts as said2 times: Japan, Q1’26 Apr '26, counts as said4 times: Japan, Q2’26 Jul '26, counts as said1 time: Japan, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%33/8141%86%n=1+tx from settlement history blended with transcripts
Marginevery call37 times: Margin, Q4’24 Jan '25, counts as said25 times: Margin, Q1’25 Apr '25, counts as said35 times: Margin, Q2’25 Jul '25, counts as said20 times: Margin, Q3’25 Oct '25, counts as said15 times: Margin, Q4’25 Jan '26, counts as said29 times: Margin, Q1’26 Apr '26, counts as said12 times: Margin, Q2’26 Jul '26, counts as said19 times: Margin, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%81/81100%97%n=1+tx from settlement history blended with transcripts
N29 times: N2, Q4’24 Jan '25, counts as said10 times: N2, Q1’25 Apr '25, counts as said41 times: N2, Q2’25 Jul '25, counts as said11 times: N2, Q3’25 Oct '25, counts as said11 times: N2, Q4’25 Jan '26, counts as said6 times: N2, Q1’26 Apr '26, counts as said4 times: N2, Q2’26 Jul '26, counts as said6 times: N2, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%20/8125%93%n=1+tx from settlement history blended with transcripts
Nanometer22 times: Nanometer, Q4’24 Jan '25, counts as said24 times: Nanometer, Q1’25 Apr '25, counts as said34 times: Nanometer, Q2’25 Jul '25, counts as said10 times: Nanometer, Q3’25 Oct '25, counts as said21 times: Nanometer, Q4’25 Jan '26, counts as said0 times: Nanometer, Q1’26 Apr '260 times: Nanometer, Q2’26 Jul '260 times: Nanometer, Q3’26 Oct '26falling5/862%5/862%77/8195%83%n=1+tx from settlement history blended with transcripts
Outlook8 times: Outlook, Q4’24 Jan '25, counts as said7 times: Outlook, Q1’25 Apr '25, counts as said6 times: Outlook, Q2’25 Jul '25, counts as said5 times: Outlook, Q3’25 Oct '25, counts as said7 times: Outlook, Q4’25 Jan '26, counts as said8 times: Outlook, Q1’26 Apr '26, counts as said15 times: Outlook, Q2’26 Jul '26, counts as said8 times: Outlook, Q3’26 Oct '26, counts as saidrising8/8100%8/8100%79/8198%95%n=1+tx from settlement history blended with transcripts
Profitable3 times: Profitable, Q4’24 Jan '25, counts as said2 times: Profitable, Q1’25 Apr '25, counts as said1 time: Profitable, Q2’25 Jul '25, counts as said2 times: Profitable, Q3’25 Oct '25, counts as said3 times: Profitable, Q4’25 Jan '26, counts as said1 time: Profitable, Q1’26 Apr '26, counts as said2 times: Profitable, Q2’26 Jul '26, counts as said1 time: Profitable, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%31/8138%84%n=1+tx from settlement history blended with transcripts
Quarterevery call 15+ times31 times: Quarter 15+ times, Q4’24 Jan '25, counts as said53 times: Quarter 15+ times, Q1’25 Apr '25, counts as said48 times: Quarter 15+ times, Q2’25 Jul '25, counts as said38 times: Quarter 15+ times, Q3’25 Oct '25, counts as said34 times: Quarter 15+ times, Q4’25 Jan '26, counts as said38 times: Quarter 15+ times, Q1’26 Apr '26, counts as said29 times: Quarter 15+ times, Q2’26 Jul '26, counts as said34 times: Quarter 15+ times, Q3’26 Oct '26, counts as saidsteady8/8100%8/8100%81/81100%84%n=1+tx from settlement history blended with transcripts
Shortage0 times: Shortage, Q4’24 Jan '251 time: Shortage, Q1’25 Apr '25, counts as said0 times: Shortage, Q2’25 Jul '250 times: Shortage, Q3’25 Oct '251 time: Shortage, Q4’25 Jan '26, counts as said0 times: Shortage, Q1’26 Apr '265 times: Shortage, Q2’26 Jul '26, counts as said2 times: Shortage, Q3’26 Oct '26, counts as saidrising4/850%1/812%21/8126%75%n=1+tx from settlement history blended with transcripts
Smartphone14 times: Smartphone, Q4’24 Jan '25, counts as said5 times: Smartphone, Q1’25 Apr '25, counts as said7 times: Smartphone, Q2’25 Jul '25, counts as said6 times: Smartphone, Q3’25 Oct '25, counts as said13 times: Smartphone, Q4’25 Jan '26, counts as said6 times: Smartphone, Q1’26 Apr '26, counts as said2 times: Smartphone, Q2’26 Jul '26, counts as said4 times: Smartphone, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%65/8180%93%n=1+tx from settlement history blended with transcripts
Taiwan3+ times21 times: Taiwan 3+ times, Q4’24 Jan '25, counts as said19 times: Taiwan 3+ times, Q1’25 Apr '25, counts as said6 times: Taiwan 3+ times, Q2’25 Jul '25, counts as said5 times: Taiwan 3+ times, Q3’25 Oct '25, counts as said13 times: Taiwan 3+ times, Q4’25 Jan '26, counts as said5 times: Taiwan 3+ times, Q1’26 Apr '26, counts as said5 times: Taiwan 3+ times, Q2’26 Jul '26, counts as said4 times: Taiwan 3+ times, Q3’26 Oct '26, counts as saidfalling8/8100%8/8100%41/8151%85%n=1+tx from settlement history blended with transcripts
Tariff0 times: Tariff, Q4’24 Jan '2519 times: Tariff, Q1’25 Apr '25, counts as said3 times: Tariff, Q2’25 Jul '25, counts as said1 time: Tariff, Q3’25 Oct '25, counts as said1 time: Tariff, Q4’25 Jan '26, counts as said0 times: Tariff, Q1’26 Apr '260 times: Tariff, Q2’26 Jul '260 times: Tariff, Q3’26 Oct '26falling4/850%4/850%8/8110%42%n=1+tx from settlement history blended with transcripts
A12 / A130 times: A12 / A13, Q4’24 Jan '251 time: A12 / A13, Q1’25 Apr '25, counts as said0 times: A12 / A13, Q2’25 Jul '250 times: A12 / A13, Q3’25 Oct '250 times: A12 / A13, Q4’25 Jan '260 times: A12 / A13, Q1’26 Apr '269 times: A12 / A13, Q2’26 Jul '26, counts as said1 time: A12 / A13, Q3’26 Oct '26, counts as saidrising3/838%2/825%18/8122%62%n=1+tx from settlement history blended with transcripts
Data Center5+ times2 times: Data Center 5+ times, Q4’24 Jan '25, below the threshold1 time: Data Center 5+ times, Q1’25 Apr '25, below the threshold9 times: Data Center 5+ times, Q2’25 Jul '25, counts as said4 times: Data Center 5+ times, Q3’25 Oct '25, below the threshold4 times: Data Center 5+ times, Q4’25 Jan '26, below the threshold5 times: Data Center 5+ times, Q1’26 Apr '26, counts as said8 times: Data Center 5+ times, Q2’26 Jul '26, counts as said4 times: Data Center 5+ times, Q3’26 Oct '26, below the thresholdrising3/838%2/825%10/8112%34%n=1+tx from settlement history blended with transcripts
Memory8 times: Memory, Q4’24 Jan '25, counts as said0 times: Memory, Q1’25 Apr '250 times: Memory, Q2’25 Jul '250 times: Memory, Q3’25 Oct '258 times: Memory, Q4’25 Jan '26, counts as said2 times: Memory, Q1’26 Apr '26, counts as said8 times: Memory, Q2’26 Jul '26, counts as said0 times: Memory, Q3’26 Oct '26steady4/850%3/838%58/8172%66%n=1+tx from settlement history blended with transcripts
Samsung0 times: Samsung, Q4’24 Jan '250 times: Samsung, Q1’25 Apr '250 times: Samsung, Q2’25 Jul '250 times: Samsung, Q3’25 Oct '250 times: Samsung, Q4’25 Jan '265 times: Samsung, Q1’26 Apr '26, counts as said1 time: Samsung, Q2’26 Jul '26, counts as said0 times: Samsung, Q3’26 Oct '26rising2/825%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 12

Our transcript counts matched how 25 of 27 settled words resolved (92.6%). How we check.

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