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# ![@SKundojjala Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::379092222.png) @SKundojjala Sravan Kundojjala

Sravan Kundojjala posts on X about asml, $3309b, $97b, $660m the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::379092222/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::379092222/c:line/m:interactions.svg)

- X Week XXXXXX +2,635%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +912%

### Mentions: XX [#](/creator/twitter::379092222/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::379092222/c:line/m:posts_active.svg)

- X Week XX +38%
- X Month XX -X%
- X Months XXX -XX%
- X Year XXX +666%

### Followers: XXXXXX [#](/creator/twitter::379092222/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::379092222/c:line/m:followers.svg)

- X Week XXXXXX +1.40%
- X Month XXXXXX +3.30%
- X Months XXXXXX +17%
- X Year XXXXXX +61%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::379092222/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::379092222/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::379092222/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [currencies](/list/currencies) 

**Social topic influence**
[asml](/topic/asml) #112, [$3309b](/topic/$3309b), [$97b](/topic/$97b), [$660m](/topic/$660m), [analog devices](/topic/analog-devices), [$400m](/topic/$400m), [$600m](/topic/$600m), [$100m](/topic/$100m), [has been](/topic/has-been), [$42b](/topic/$42b)

**Top assets mentioned**
[Analog Devices, Inc. (ADI)](/topic/analog-devices) [Hundred Million (100M)](/topic/$100m)
### Top Social Posts [#](/creator/twitter::379092222/posts)
---
Top posts by engagements in the last XX hours

"TSMC 3Q25: Revenue GM and OPM high-end guidance. 3Q25 vs 3Q24:Revenue: $33.09B (+10% q/q & +41% y/y) Gross Margin: XXXX% (57.8%) Operating Margin: XXXX% (47.5%) CapEx: $9.7B (+51%) Wafer Shipments: XXXXX m (+22%) Wafer ASP: $7040 (+15%)"  
[X Link](https://x.com/SKundojjala/status/1978700473545753079) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T05:52Z 15.5K followers, 19.1K engagements


"Nanya 3Q25 - Continued DDR4 supply constraints drove mid-20s % q/q bit shipment growth - Revenue up XX% q/q and XXX% y/y to $660M (in USD terms); XXXX percentage points of GM improvement q/q - QDec bit shipments will be at the same levels QSep with potential for slight q/q growth - DDR4 and LPDDR4 will continue to be major products for a longer duration - 8GB DDR4 is a sweet spot for many consumer applications; consumer XX% of revenue - Y/Y bit shipment growth in 2026 will be challenging due to high 2025 baseline"  
[X Link](https://x.com/SKundojjala/status/1977690794136854711) [@SKundojjala](/creator/x/SKundojjala) 2025-10-13T11:00Z 15.5K followers, 5623 engagements


"- CY26 monthly bit shipments are expected to stay within a range of plus or minus XX% of the current high point - CY25 bit shipment guidance lifted to XX% from XX% in QSep (3rd upward revision this yr). - CY25 Capex guidance reduced by XX% for CY25 (vs QJun guidance) - CY26 capex to remain low; wafer capacity to remain similar to CY25 (65k wafers/month). - No major capacity increase until the new fab is ready in 2027; Equipment installation is planned to happen from 2Q27 for a new fab"  
[X Link](https://x.com/SKundojjala/status/1977690911867085133) [@SKundojjala](/creator/x/SKundojjala) 2025-10-13T11:00Z 15.5K followers, 1312 engagements


"Semiconductor companies that crossed COVID quarterly revenue peaks so far include NVIDIA AMD Broadcom Marvell Hynix Micron Monolithic Power & Qualcomm. In the foundry sector TSMC and SMIC. Most of the IP and some semicap and OSAT companies crossed as well. Most of the non-AI semis are still solid DD% below previous peaks. Some analog IDMs such as as TI and ADI started y/y growth trend but far from previous peaks"  
[X Link](https://x.com/SKundojjala/status/1944417306400223613) [@SKundojjala](/creator/x/SKundojjala) 2025-07-13T15:23Z 15.5K followers, 3378 engagements


"Analog Devices has a growing presence in AI/DC with its content in HBM testers and vertical power. Its AI revenue will grow from $400M in FY24 to $500-$600M in FY25. Claims to have hundreds of thousands of dollars content per tester. Two new wins in vertical power and optical switching in FY26 could add $100M at full run-rate"  
[X Link](https://x.com/SKundojjala/status/1968313105563177157) [@SKundojjala](/creator/x/SKundojjala) 2025-09-17T13:56Z 15.5K followers, 2213 engagements


"Marvell incremental latest (JPM event) - Sees no 2026 revenue gap at lead AI customer. There has been continuous noise on Alchip vs Marvell next gen win at AWS - Custom pipeline grows to 20+ from XX in June - Sees DC capex growth of XX% as the baseline for its growth in FY27/CY26. Likely above if capex runs higher than that"  
[X Link](https://x.com/SKundojjala/status/1971130246935216132) [@SKundojjala](/creator/x/SKundojjala) 2025-09-25T08:30Z 15.5K followers, 5230 engagements


"ASML exited 2QC25 with 33B backlog and already secured full coverage for DUV and EUV for CY25. XX% of backlog stretches into CY26 and beyond and covers 75%+ of CY26 system revenue (assuming flat y/y). Assuming they hit 3.1B order on average for the next X quarters CY26 growth possible (barring any cancellations). Trends are positive with TSMC going full speed on N2 ramp Intel talking about 18A capacity additions and Samsung Taylor fab kicking off. Memory is firing as well"  
[X Link](https://x.com/SKundojjala/status/1978045922916368549) [@SKundojjala](/creator/x/SKundojjala) 2025-10-14T10:31Z 15.5K followers, 28.8K engagements


"AI demand remains strong. CY25 capex $40-$42B vs prior $38-$42B. XX% on advanced nodes 10-20% speciality 10-20% advanced packaging testing mask making and others"  
[X Link](https://x.com/SKundojjala/status/1978705505783587177) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T06:12Z 15.5K followers, XXX engagements


"Advanced packaging now approaching XX% of total revenue. On Intel foundry competition says it's a good customer for leading-edge"  
[X Link](https://x.com/SKundojjala/status/1978718302768640053) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T07:03Z 15.5K followers, XXX engagements


"Raw wafer makers such as Siltronic Sumco and GlobalWafers lag X months behind their fab/IDM customers in sensing demand signals. They will only feel the down/up semi-cycle with a 6-month lag. Everyone in the chain is on their own lead time"  
[X Link](https://x.com/SKundojjala/status/1850594998821245360) [@SKundojjala](/creator/x/SKundojjala) 2024-10-27T17:46Z 15.5K followers, 16K engagements


"Overseas GM dilution X% in 2H25; for CY25 1-2% dilution vs prior 2-4%. 2-3% in early stage and 3-4% in later stages"  
[X Link](https://x.com/SKundojjala/status/1978705109736440115) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T06:10Z 15.5K followers, XXX engagements


"Summary - Revenue/GM/OPM all above guidance for Q3; Q4 guidance better than expected - Gross margin strength is commendable despite multiple headwinds - Raises CY25 revenue guidance to mid-30s - Raises CY25 capex windows to 40-42B vs 38-42B"  
[X Link](https://x.com/SKundojjala/status/1978718926268760223) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T07:05Z 15.5K followers, 1708 engagements


"TSMC's N3 (3nm) is on track to outperform N5 and N7 in terms of first X years of cumulative revenue. N3 will have XX% higher vs N5 while N5 had XX% higher vs N7. Despite N3 outperformance it remains to be seen whether it can beat N5 revenue peak (this year)"  
[X Link](https://x.com/SKundojjala/status/1979213381656605029) [@SKundojjala](/creator/x/SKundojjala) 2025-10-17T15:50Z 15.5K followers, 9809 engagements


"ASML 3Q25 - Revenue down -X% q/q & up X% y/y to 7.52B (below mid pt guidance); CY25 on track for XX% growth - Implied CY26 will be flat to up; 32-33B backlog exiting 3Q25; Near XXX% coverage for CY26 (at flat growth) - Net bookings down -X% q/q but up XXX% y/y to 5.4B; EUV booking up XX% q/q; DUV down -44%; Memory up XXX% q/q"  
[X Link](https://x.com/SKundojjala/status/1978341853511499972) [@SKundojjala](/creator/x/SKundojjala) 2025-10-15T06:07Z 15.5K followers, 57.6K engagements


"All end markets up DD% q/q. Smartphones drove $1.8B incremental rev while HPC drove almost $0.8B. Smartphone drove XX% of incremental rev and up XX% q/q and XX% y/y. Auto all-time-high for the 3nd straight quarter"  
[X Link](https://x.com/SKundojjala/status/1978701567864737796) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T05:56Z 15.5K followers, 6873 engagements


"While ASML says bookings are not a good proxy for next year revenue there are some trends. 2026 revenue is probably locked by bookings from mid 2024 to mid 2025 and plus some carry overs. With lead time of 12-18 months 6Q lag between revenue and bookings have better correlation than 4Q lag. Recent quarter trends point to a narrowed gap between X quarter and X quarter lag meaning shorter order to revenue"  
[X Link](https://x.com/SKundojjala/status/1979593478574072108) [@SKundojjala](/creator/x/SKundojjala) 2025-10-18T17:00Z 15.5K followers, 7690 engagements