TSM
Taiwan Semiconductor Manufacturing Company Limited286.87
-0.87-0.3%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
AI conviction firm; capacity tightens.
Q&A largely reaffirmed prepared remarks on robust AI demand and 2026 growth, but CEO C.C. Wei added conviction from direct cloud provider talks showing AI driving real business gains with no bubble in sight. Capacity stays critically tight, accelerating Arizona's giga-fab cluster via new land and pulled-forward ramps. Management brushed off Intel competition, power shortages, and mature node exit rumors, stressing silicon as the bottleneck. Advanced packaging hits over 10% revenue in 2026. Next CapEx wave hits 2028-29. Investors eye execution on expansions amid megatrend.
Key Stats
Market Cap
1.49TP/E (TTM)
29.67Basic EPS (TTM)
9.67Dividend Yield
0.07%AMKR
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