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Analyst
Arthur Lai
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 6).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- Companies
- 1questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 10 of 10 questions from 1 company
TSMTaiwan Semiconductor Manufacturing Company Limited10 questions · 6 reporting periods · 0 of 10 challenging
Calendar 2026 Q3
have the power grid constraint led you reduce your customer forecast in the history?
Show response
Said power is a planning factor and TSMC's own U.S. study found it so far so good; backside power adoption depends on product need, not power.
according to our previous framework, demand forecast framework, the mid to high 50s growth including the CPU or not
Show response
Said CPUs are excluded from the narrow AI accelerator definition because AI and conventional server CPU use cannot be separated.
Calendar 2026 Q2
We noticed that especially the EMIB-T is gaining traction. How will TSMC react this request?
Show response
Said packaging capacity is so tight it limits customer growth, so competitor alternatives are welcome and help TSMC's front-end wafer business.
Calendar 2025 Q4
can management comment about what your client or your clients' client, how to resolve this memory tightness
Show response
Wei said memory price tightness has no impact on TSMC, as its high-end smartphone and PC customers are less sensitive to component prices.
the investors is keen to know if this is true. And the decision is based on what kind of key factor
Show response
Wei confirmed TSMC reduced 8-inch and 6-inch capacity and is optimizing resources, but assured customers with good business will continue to be supported.
Calendar 2025 Q3
what's the strategic initiative that TSMC's undertaking to further strengthening your competitive landscape
Show response
C.C. Wei explained Foundry 2.0 captures front-end, back-end and packaging (advanced packaging near 10% of revenue) and noted the U.S. competitor is also a customer.
there's a Q-o-Q 19% growth in the smartphone. So my question is, do you still worry about the prebuild?
Show response
C.C. Wei said there is no prebuild concern because inventory is already at a very seasonal and healthy level.
Calendar 2025 Q2
Can you compare to the N2 and N3, the return on investment and then give us more color?
Show response
Wendell Huang said N2 structurally has better profitability than N3 and its development is on track, ramping in the second half of the year with revenue expected in the first half of next year.
Calendar 2024 Q4
can you give us a one level down, like, the variable cost and the fixed cost?
Show response
Wendell Huang declined to break down the dilution, saying only that both variable and fixed costs are higher.
do you have operational strategy to mitigate the cost gap between the overseas fab and Taiwan fab?
Show response
Wendell Huang explained 'copy exactly' plus continuous improvement and an unshared new methodology to narrow the US cost gap.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Company Limited | 10 | 0%none of 10 questions |
- TSMTaiwan Semiconductor Manufacturing Company Limited · 10 questions0%none of 10 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Cost Pressure3
- Cloud & AI2
- Competitive Dynamics2
- Capex Investment2
- Margin2
- Revenue Growth1
- Innovation & R&D1
- Inventory1
- Product Launch1
Show all 11 topics
- Geographic Expansion1