Will TSMC say “Smartphone”?
TSMC said “Smartphone” 4 times on its Oct 15, 2026 call (FY26 Q3), and on each of its last 8 calls: 14, 5, 7, 6, 13, 6, 2, 4 times. As of Oct 24, 2026, TSMC said “Smartphone” 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
Smartphone
- 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)
4 counted (2 in prepared remarks, 2 in Q&A).
…HPC increased 22% quarter-over-quarter to account for 68% of our third-quarter revenue. Smartphone increased 10% to account for 21%. IoT increased 5% to account for…
…to more than double in 2027, supported by strong demand from both smartphone and HPC AI applications. We are also leveraging our manufacturing excellence to…
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (2 in prepared remarks, 0 in Q&A).
…increased 20% quarter-over-quarter to account for 66% of our second quarter revenue. Smartphone decreased 4% to account for 22%. IoT increased 4% to account for…
…close to 90% 256 Mb SRAM yield. We are observing a strong level of customer interest and engagement from both smartphone and HPC AI applications.
Counts: company speakers + operator (not listed here; the usual rule)
6 counted (4 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.
…increased 20% quarter-over-quarter to account for 61% of our first quarter revenue. Smartphone decreased 11% to account for 26%. IoT increased 12% to account for…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Oct 16, 2025 | Smartphone |  Kalshi | Yes | 6 |
Questions
- How many times did TSMC say “Smartphone” on its last earnings call?
- TSMC said “Smartphone” 4 times on its Oct 15, 2026 call (FY26 Q3), and on each of its last 8 calls: 14, 5, 7, 6, 13, 6, 2, 4 times.
- How often does TSMC say “Smartphone”?
- As of Oct 24, 2026, TSMC said “Smartphone” on the only call with a settled Kalshi mention market so far, on Oct 16, 2025.
- What is the probability TSMC says “Smartphone” 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: ‘Smartphone’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/TSM/words/smartphone (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=tsmc&word=smartphone · quotes: /api/v1/quotes?entity=tsmc&word=… · columnar JSON in #parrot-data · llms.txt · MCP