Will TSMC say “Memory”?

TSMC did not say “Memory” on its Oct 15, 2026 call (FY26 Q3); it said it on 4 of its last 8 calls: 8, 0, 0, 0, 8, 2, 8, 0 times. As of Oct 24, 2026, TSMC did not say “Memory” on the only call with a settled Polymarket mention market so far, on Oct 15, 2026. Parrot’s p for the next listing is 66% (n=1, from settlement history blended with transcripts), not a forecast.

66%from settlement history blended with transcripts · n=1counts: anyone
Last 10
0/1Last 10 settled, oldest to newest: no
Streak
not said last time
Counts
anyone
Updated

Where it was said

quotes of at most 25 words; select an appearance

TSMC

Memory

Probability
66% · n=1
Settled
0/1 (0%)
Last calls
said in 4 of 8

Next listing counts: anyone

FY26 Q3 earnings call, Oct 15, 2026 · not said

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FY26 Q2 earnings call, Jul 16, 2026 · said 8 times (counts)

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

8 counted (8 in prepared remarks, 0 in Q&A).

Charlie ChancompanypreparedIn transcript

…but how about Samsung Foundry, right? They got a huge profit from memory business. Intel got a U.S. policy support. I'm not sure how TSMC…

Charlie ChancompanypreparedIn transcript

…strong, CPU is a great opportunity for TSMC, but how about those memory cost increase? This big chunk of this AI CapEx. What's the update…

Every match in the transcript

FY26 Q1 earnings call, Apr 16, 2026 · said 2 times (counts)

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

2 counted (0 in prepared remarks, 2 in Q&A).

Jeff SucompanyqaIn transcript

…the first part also, how do we see the impact from the memory price hike to the end market, and how do we see with…

Every match in the transcript

FY25 Q4 earnings call, Jan 15, 2026 · said 8 times (counts)

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

5 counted (4 in prepared remarks, 1 in Q&A); 3 by speakers the rule does not count.

Charlie ChancompanypreparedIn transcript

…do you see for those end markets, right? You talked about the memory costs, et cetera. So can you give us some your underlying assumption…

Jeff SucompanypreparedIn transcript

…demand, especially in the context where the certain component costs such as memory costs are rising. So he wants to know what do we see…

Every match in the transcript

FY25 Q3 earnings call, Oct 16, 2025 · not said

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FY25 Q2 earnings call, Jul 17, 2025 · not said

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FY25 Q1 earnings call, Apr 17, 2025 · not said

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FY24 Q4 earnings call, Jan 16, 2025 · said 8 times (counts)

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 15, 2026MemoryPolymarketNo0

Questions

How many times did TSMC say “Memory” on its last earnings call?
TSMC did not say “Memory” on its Oct 15, 2026 call (FY26 Q3); it said it on 4 of its last 8 calls: 8, 0, 0, 0, 8, 2, 8, 0 times.
How often does TSMC say “Memory”?
As of Oct 24, 2026, TSMC did not say “Memory” on the only call with a settled Polymarket mention market so far, on Oct 15, 2026.
What is the probability TSMC says “Memory” next time?
66%, from settlement history blended with transcripts (n=1). 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: ‘Memory’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/TSM/words/memory (CC BY 4.0)

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