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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14K followers
Created: 2025-07-18 10:15:49 UTC

The most interesting message from the earnings call yesterday wasn't the fact that $TSM's advanced node (<7nm) account XX% (73% in Q1), but the fact that management imply the supply dynamic of 3nm and 5nm remain very tight moving forward.

![](https://pbs.twimg.com/media/GwIeUZrXEAI1JgT.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946151918222368838/c:line.svg)

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

[Post Link](https://x.com/rwang07/status/1946151918222368838)