Will TSMC say “N2”?
TSMC said “N2” 6 times on its Oct 15, 2026 call (FY26 Q3), and on each of its last 8 calls: 9, 10, 41, 11, 11, 6, 4, 6 times. As of Oct 24, 2026, TSMC said “N2” on the only call with a settled Kalshi mention market so far, on Oct 16, 2025. Parrot’s p for the next listing is 93% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/1Last 10 settled, oldest to newest: yes
- Streak
- said last time
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearance
TSMC
N2
- Probability
- 93% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator (not listed here; the usual rule)
6 counted (4 in prepared remarks, 2 in Q&A); 3 by speakers the rule does not count.
…several years, and another five to six fabs overseas. Our new node, N2, has already entered high-volume manufacturing in the fourth quarter of 2025 with…
…smartphone and HPC AI applications. We are also leveraging our manufacturing excellence to generate more N2 wafer output, further increasing our capacity support to customers.
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (4 in prepared remarks, 0 in Q&A).
…increased seven days to 87 days, primarily due to the ramp of N2 technology. Regarding cash flow and CapEx, during the second quarter, we generated…
…second generation of nanosheet transistors, and delivers another full node stride from N2 with performance and power benefit to address the incessant need for high-performance…
Counts: company speakers + operator (not listed here; the usual rule)
6 counted (6 in prepared remarks, 0 in Q&A).
…our full year 2026 revenue to now grow by above 30% in U.S. dollar terms. Next, let me talk about our N2 capacity expansion plan.
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Oct 16, 2025 | N2 |  Kalshi | Yes | 11 |
Questions
- How many times did TSMC say “N2” on its last earnings call?
- TSMC said “N2” 6 times on its Oct 15, 2026 call (FY26 Q3), and on each of its last 8 calls: 9, 10, 41, 11, 11, 6, 4, 6 times.
- How often does TSMC say “N2”?
- As of Oct 24, 2026, TSMC said “N2” on the only call with a settled Kalshi mention market so far, on Oct 16, 2025.
- What is the probability TSMC says “N2” next time?
- 93%, 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: company speakers + operator.
Cite parrot.markets, “TSMC: ‘N2’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/TSM/words/n2 (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=tsmc&word=n2 · quotes: /api/v1/quotes?entity=tsmc&word=… · columnar JSON in #parrot-data · llms.txt · MCP