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Analyst
Brad Lin
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters; questions recorded in 2).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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 4 of 4 questions from 1 company
TSMTaiwan Semiconductor Manufacturing Company Limited4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q2
How does TSMC evaluate the market size of humanoid robot in the semiconductor
Show response
C.C. Wei said it is too early to size the humanoid-robot opportunity this year or next given its complexity and heavy sensor requirements, but called it a potentially large long-term plus.
are you observing any signs of demand pulling from the customers in the second half of the year
Show response
C.C. Wei said TSMC has not seen any change in customer behavior and, with a 3-nanometer cycle time of about four months and fully scheduled tight capacity, there is no way for customers to pull in demand.
Calendar 2024 Q4
Could you remind us the CoWoS contribution of last year and do you expect the margin to kind of approach
Show response
Wendell Huang gave the advanced-packaging revenue share (over 8% -> over 10%) and said its margin is better but still below corporate average.
we have seen IDMs increasingly rely on TSMC, and then do we still expect the IDM to support our long-term growth?
Show response
C.C. Wei reframed IDMs as partners rather than dependents and hoped for a long-term relationship, without quantifying the growth contribution.
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 | 4 | 0%none of 4 questions |
- TSMTaiwan Semiconductor Manufacturing Company Limited · 4 questions0%none of 4 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 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Innovation & R&D1
- Product Launch1
- Pricing1
- Supply Chain1
- Margin1
- Revenue Growth1
- Competitive Dynamics1