[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.]  AlphaSense [@AlphaSenseInc](/creator/twitter/AlphaSenseInc) on x 24.7K followers Created: 2025-07-17 12:13:35 UTC $TSM reported strong Q2 2025 results driven by robust AI and HPC demand, with revenue of $30.1B exceeding guidance. The company raised full-year 2025 revenue growth forecast to XX% while maintaining capital expenditure guidance. Management highlighted plans for significant global manufacturing expansion, particularly in the US, and provided updates on next-generation technology development including N2 and A16. Key Financial Results: - Q2 revenue increased XXXX% sequentially to $30.1B, exceeding guidance - Gross margin of 58.6%, down XXX percentage points sequentially - Operating margin increased XXX percentage points to XXXX% - EPS of TWD 15.36, up XXXX% year-over-year - ROE of XXXX% Business Segment Results: - HPC: Increased XX% quarter-over-quarter, accounting for XX% of revenue - Smartphone: Up X% to XX% of revenue - IoT: Grew XX% to X% of revenue - Automotive: Flat at X% of revenue - DCE: Increased XX% to X% of revenue Macroeconomic Environment - Uncertainties from potential tariff policies impact - Foreign exchange headwinds affecting margins - China rebate programs providing some near-term demand stimulus Financial Guidance and Outlook: - Q3 revenue guidance: $31.8-33B, representing X% sequential growth - Q3 gross margin guidance: 55.5-57.5% - Q3 operating margin guidance: 45.5-47.5% - Full year 2025 revenue expected to grow around XX% in USD terms  XXXXX engagements  **Related Topics** [$301b](/topic/$301b) [quarterly earnings](/topic/quarterly-earnings) [coins ai](/topic/coins-ai) [$tsm](/topic/$tsm) [taiwan semiconductor](/topic/taiwan-semiconductor) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/AlphaSenseInc/status/1945819165459181640)
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AlphaSense @AlphaSenseInc on x 24.7K followers
Created: 2025-07-17 12:13:35 UTC
$TSM reported strong Q2 2025 results driven by robust AI and HPC demand, with revenue of $30.1B exceeding guidance. The company raised full-year 2025 revenue growth forecast to XX% while maintaining capital expenditure guidance. Management highlighted plans for significant global manufacturing expansion, particularly in the US, and provided updates on next-generation technology development including N2 and A16.
Key Financial Results:
Q2 revenue increased XXXX% sequentially to $30.1B, exceeding guidance
Gross margin of 58.6%, down XXX percentage points sequentially
Operating margin increased XXX percentage points to XXXX%
EPS of TWD 15.36, up XXXX% year-over-year
ROE of XXXX%
Business Segment Results:
HPC: Increased XX% quarter-over-quarter, accounting for XX% of revenue
Smartphone: Up X% to XX% of revenue
IoT: Grew XX% to X% of revenue
Automotive: Flat at X% of revenue
DCE: Increased XX% to X% of revenue
Macroeconomic Environment
Uncertainties from potential tariff policies impact
Foreign exchange headwinds affecting margins
China rebate programs providing some near-term demand stimulus
Financial Guidance and Outlook:
Q3 revenue guidance: $31.8-33B, representing X% sequential growth
Q3 gross margin guidance: 55.5-57.5%
Q3 operating margin guidance: 45.5-47.5%
Full year 2025 revenue expected to grow around XX% in USD terms
XXXXX engagements
Related Topics $301b quarterly earnings coins ai $tsm taiwan semiconductor stocks technology