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"📊 $TSM Q325 Highlights: 🟢 Net profit jumps XX% Y/Y to NT$452.3B ($14.8B) record high. 🟢 Revenue up XX% Y/Y to NT$989.9B ($32B+) topping guidance. 🔴 Gross margin guidance trimmed to 55.557.5% down from 58.6%. 🟢 Capex remains high ($3842B) continued investment in advanced nodes & global fabs. 🟢 AI demand strong tailwind but 🔴 risks remain from currency swings & trade policy. 💡 Stellar quarter driven by AI chip demand but slightly lower profit margins could limit near-term stock gains"
X Link @mishra_priyank 2025-10-16T07:38Z 2068 followers, XXX engagements
"TSMC Q3 Earnings Preview: Record Highs & AI Boom Await Thursday October XX 2pm in Taiwan Market Expectations (NT$) Revenue: NT$989.9B (confirmed) Beat guidance fresh record high Net Profit: NT$410.58B NT$415.4B Market Expectations (US$) Revenue: $31.5B EPS: $XXXX TSMC Guidance Revenue: US$31.8B $33.0B Gross Margin: XXXX% XXXX% (beat expected) Operating Margin: XXXX% XXXX% Top Analyst Questions (from media & reports): Geopolitics: Tariffs China rare earths risks US Pressure: More investments Intel partner/invest rumors Taiwan Dollar Strength: Impact on earnings & sales Full-Year Outlook: Raise"
X Link @dnystedt 2025-10-15T02:27Z 39.1K followers, 9957 engagements