TSM
Taiwan Semiconductor Manufacturing Company Limited286.87
-0.87-0.3%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
AI demand stronger, capacity tight
Q&A amplified TSMC's AI conviction: demand stronger than expected, with CAGR slightly above prior mid-40s mark—full update next year. Capacity tight across front-end, CoWoS, and back-end; management works closely with customers' customers for planning. Revenue growth will outpace CapEx hikes. No smartphone prebuild concerns—inventories healthy. Intel stays a valued customer amid Foundry 2.0 system focus. N2 brings dilution but superior profitability to N3. Numbers are insane. Investors watch January CapEx guide and capacity ramps.
Key Stats
Market Cap
1.49TP/E (TTM)
29.67Basic EPS (TTM)
9.67Dividend Yield
0.07%AMKR
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