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![EagleInvestors Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1151227057008992256.png) Eagle Investors [@EagleInvestors](/creator/twitter/EagleInvestors) on x XXX followers
Created: 2025-07-17 13:20:01 UTC

⚙️ $TSM Q2’25 Earnings Recap 🔧📈

🔥 Profit +60% YoY on strong AI/HPC demand & 3nm ramp.

📊 Key Numbers:
• EPADR: $XXXX ✅ (+$0.16 beat)
• Revenue: $30.07B ❌ (missed by $1.23B)
• Gross Margin: XXXX% 🧠
• Op Margin: XXXX% ⬆️
• Net Margin: XXXX% 💰

🔍 Tech Mix:
• 3nm: XX% ⚙️ | 5nm: XX% | 7nm: XX%
• ≤7nm: XX% of wafer rev 💡
• HPC: XX% 🚀 | Smartphones: XX% 📉
💵 Other:
• Capex: $9.6B 💸 → FCF down
• Q3 Guide: $31.8B–$33B ⬆️ (beats consensus)

• North America: XX% 🌍 | China: X% 🇨🇳⬇️
📈 Stock +4% premarket on profit beat & raised full-year outlook (~+30%).

![](https://pbs.twimg.com/media/GwD_aawWgAAHXYp.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945835882994405817/c:line.svg)

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[Post Link](https://x.com/EagleInvestors/status/1945835882994405817)