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Wendell Huang
TSMC (SVP & CFO)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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After record Q2 profit, raised gross-margin and full-year revenue outlooks, and an additional $100B for Arizona (total $265B, 10 US fabs): 'we have very strong conviction on the AI mega trend' @34:50; 'as long as we believe the business opportunities are there, which we do, we will not hesitate to invest in the CAPEX' @35:53; 'we do not intend to leave any food on the table to anybody else' @92:53.
“Our long-term financial goal that we promise to the shareholders is gross margin 56% and higher through the cycle, and please”
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