TSM Taiwan Semiconductor Manufacturing Company Limited Loading... 2330.TW

From AMAT earnings calls
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20:30
May 14 ◎
Gary Dickerson President and Chief Executive Officer, Applied Materials, Inc. AMAT Q2 FY26 call
TSMC is a founding partner in AMAT's EPIC platform, indicating deep co-development ties and likely early access to AMAT's next-gen tools.
TSM
HIGH
21:30
Feb 12 ◎
Gary Dickerson President and CEO, Applied Materials, Inc. AMAT Q1 FY26 call
Management noted that the data center segment will surpass smartphones in leading-edge wafer starts by 2029 and is growing at 30-40% CAGR, indicating that the traditional PC/smartphone cycle is being de-emphasized in favor of a more secular AI-driven TAM expansion. — This reinforces the notion that AI capex is not just a temporary bubble but a fundamental demand driver that could sustain WFE growth for years, rewarding suppliers who are positioned in the data center supply chain.
TSM
HIGH
21:30
Nov 13 ◎
Gary Dickerson CEO, Applied Materials, Inc. AMAT Q4 FY25 call
Record revenue in Taiwan indicates strong demand from leading-edge foundry customers, likely including TSMC, supporting the bullish outlook for foundry logic spending.
TSM
HIGH

About TSM Analyst Coverage

Buzzberg tracks TSM (Taiwan Semiconductor Manufacturing Company Limited) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Gary Dickerson.