[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  TradeTheNews.com [@Trade_The_News](/creator/twitter/Trade_The_News) on x 31.6K followers Created: 2025-07-17 06:53:37 UTC $TSM TTN Summary of 02:00ET Earnings Call (Taiwan Semiconductor Manufacturing Company Limited) 💹 FY25 Revenue +30% YoY to $XXX B vs. $XXX B est — outpacing prior mid‑20% guide, driven by AI/HPC and smartphone mixes 📊 Q3 Guide $31.8–33.0 B vs. $XXXX B — reflects cautious pacing of fab ramps and premium-node allocation ⚖️ Gross Margin 55.5–57.5% (–40 bps FX); Op Margin 45.5–47.5% (+110 bps q/q) — FX headwinds & Arizona/Kuromoto dilution offset by higher utilization & cost initiatives 🎯 H2 Margin Risks: tariff uncertainty & FX volatility could shave another ~200 bps from GM; long‑term GM ≥ XX% target underpins structural resilience 🌍 $XXX B US/EU Fab Build‑out: diversifies capacity, secures customer commitments, and shields against geopolitical disruptions 🤖 AI Demand Intensifies: N3 capacity stays tight through ’26; focus on narrowing the gap between AI supply & demand for premium nodes 💡 Operational Efficiency: AR days down X to 23, inventory down X to 76; NT$2.36 T cash post‑capex ensures funding flexibility 📅 2025 Outlook: disciplined $38–42 B capex, vigilant tariff monitoring, and premium-node leadership to sustain top‑line growth & margin recovery (More at  XXXXX engagements  **Related Topics** [$307b](/topic/$307b) [$318330b](/topic/$318330b) [smartphone](/topic/smartphone) [$117best](/topic/$117best) [$117b](/topic/$117b) [$0981hk](/topic/$0981hk) [$2330tw](/topic/$2330tw) [taiwan](/topic/taiwan) [Post Link](https://x.com/Trade_The_News/status/1945738644787990823)
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TradeTheNews.com @Trade_The_News on x 31.6K followers
Created: 2025-07-17 06:53:37 UTC
$TSM TTN Summary of 02:00ET Earnings Call (Taiwan Semiconductor Manufacturing Company Limited)
💹 FY25 Revenue +30% YoY to $XXX B vs. $XXX B est — outpacing prior mid‑20% guide, driven by AI/HPC and smartphone mixes 📊 Q3 Guide $31.8–33.0 B vs. $XXXX B — reflects cautious pacing of fab ramps and premium-node allocation ⚖️ Gross Margin 55.5–57.5% (–40 bps FX); Op Margin 45.5–47.5% (+110 bps q/q) — FX headwinds & Arizona/Kuromoto dilution offset by higher utilization & cost initiatives 🎯 H2 Margin Risks: tariff uncertainty & FX volatility could shave another ~200 bps from GM; long‑term GM ≥ XX% target underpins structural resilience 🌍 $XXX B US/EU Fab Build‑out: diversifies capacity, secures customer commitments, and shields against geopolitical disruptions 🤖 AI Demand Intensifies: N3 capacity stays tight through ’26; focus on narrowing the gap between AI supply & demand for premium nodes 💡 Operational Efficiency: AR days down X to 23, inventory down X to 76; NT$2.36 T cash post‑capex ensures funding flexibility 📅 2025 Outlook: disciplined $38–42 B capex, vigilant tariff monitoring, and premium-node leadership to sustain top‑line growth & margin recovery (More at
XXXXX engagements
Related Topics $307b $318330b smartphone $117best $117b $0981hk $2330tw taiwan