Will TSMC say “CapEx”?
TSMC said “CapEx” 24 times on its Oct 15, 2026 call (FY26 Q3), and on each of its last 8 calls: 7, 4, 21, 23, 29, 32, 47, 24 times. As of Oct 24, 2026, TSMC said “CapEx” on 2 of 2 calls with a settled Kalshi or Polymarket mention market since Oct 16, 2025 (100%), most recently on Oct 15, 2026. Parrot’s p for the next listing is 97% (n=2, from settlement history blended with transcripts), not a forecast.
- Last 10
- 2/2Last 10 settled, oldest to newest: yes yes
- Streak
- said the last 2 times
- Counts
- anyone
Where it was said
quotes of at most 25 words; select an appearance
TSMC
CapEx
- Probability
- 97% · n=2
- Settled
- 2/2 (100%)
- Last calls
- said in 8 of 8
Next listing counts: anyone
Counts: anyone
24 counted (5 in prepared remarks, 19 in Q&A).
…primarily due to the increase in wafer shipment. Regarding cash flow and CapEx, during the third quarter, we generated about TWD 920 billion in cash…
We continue to expect our CapEx investment from 2026 to 2028 to be even more significantly higher than the past three years as we continue…
Counts: company speakers + operator (not listed here; the usual rule)
47 counted (47 in prepared remarks, 0 in Q&A).
…primarily due to the ramp of N2 technology. Regarding cash flow and CapEx, during the second quarter, we generated about TWD 783 billion in cash…
…Even as we invest for the future growth with this level of CapEx spending in 2026, we remain committed to delivering profitable growth to our…
Counts: company speakers + operator (not listed here; the usual rule)
19 counted (4 in prepared remarks, 15 in Q&A); 13 by speakers the rule does not count.
…and strong demand for our 3 nm technology. Regarding cash flow and CapEx, during the first quarter, we generated about TWD 699 billion in cash…
Every settled listing
newest first · 2 shown
Polymarket
KalshiQuestions
- How many times did TSMC say “CapEx” on its last earnings call?
- TSMC said “CapEx” 24 times on its Oct 15, 2026 call (FY26 Q3), and on each of its last 8 calls: 7, 4, 21, 23, 29, 32, 47, 24 times.
- How often does TSMC say “CapEx”?
- As of Oct 24, 2026, TSMC said “CapEx” on 2 of 2 calls with a settled Kalshi or Polymarket mention market since Oct 16, 2025 (100%), most recently on Oct 15, 2026.
- What is the probability TSMC says “CapEx” next time?
- 97%, from settlement history blended with transcripts (n=2). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: anyone.
Cite parrot.markets, “TSMC: ‘CapEx’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/TSM/words/capex (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=tsmc&word=capex · quotes: /api/v1/quotes?entity=tsmc&word=… · columnar JSON in #parrot-data · llms.txt · MCP