Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Sunny Lin (UBS) — Tellvest

Analysts/Sunny Lin

Sunny Lin

UBS

Technology

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '26Q2 '26

Focus Areas5 topics

Capex Investment3Demand2Geographic Expansion1Revenue Growth1Pricing1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

TSMTaiwan Semiconductor Manufacturing Company Limited2 quarters

2026 Q2

Beyond 2026, I think every large client also wonders how aggressive TSMC is planning for CapEx.

Capex InvestmentDemandView in transcript →

what's your current plan to bring on the capacities in Arizona in the coming few years?

Capex InvestmentGeographic ExpansionView in transcript →

2026 Q1

how should we think about the revenue growth compared with CapEx growth?

Capex InvestmentRevenue GrowthView in transcript →

have you started to see some impact of consumer end demand and therefore, on your demand coming from smartphone and PC?

DemandPricingView in transcript →