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Analyst
Haas Liu
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- 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 2026 Q2
Would you be able to provide your next couple of years' sales growth outlook, try to quantify it?
Show response
Declined to quantify multi-year sales growth, saying only the next few years will be very good business, driven by AI.
are you worried that your value add for your overall foundry business across front-end manufacturing to the back-end packaging business
Show response
Said front-end and back-end are distinct businesses; with back-end capacity so short, competitor packaging actually helps TSMC's front-end wafers.
Calendar 2026 Q1
Should we expect the node margins to be trending even higher with very solid utilization and also pricing trend?
Show response
Wendell confirmed N3 crosses the corporate margin level in H2 2026 and margins are generally very high post-depreciation, without a specific number.
what gives you the incremental confidence when you discuss with your customers and also customers' customers
Show response
C.C. Wei tied the high-end CapEx to very robust HPC/AI demand and continued tight supply, with pull-ins of equipment.
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 |
|---|---|---|---|
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin2
- Revenue Growth1
- Guidance Reliability1
- Competitive Dynamics1
- Pricing1
- Capex Investment1
- Demand1