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![techfund1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1356621924919615489.png) Tech Fund [@techfund1](/creator/twitter/techfund1) on x 11.2K followers
Created: 2025-07-18 09:14:50 UTC

TSMC shipped a whopping XXX million wafers last quarter.

However, wafer shipments are still below the covid semi peak of Sept 22, meaning that all revenue growth since '22 has been driven by wafer mix - i.e. selling more N3 & N5 wafers vs N7 & N16 wafers.

![](https://pbs.twimg.com/media/GwIQ3dvXIAAKEM1.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946136571398205904/c:line.svg)

**Related Topics**
[quarterly earnings](/topic/quarterly-earnings)

[Post Link](https://x.com/techfund1/status/1946136571398205904)