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![SergeyCYW Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343459213004173312.png) Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6318 followers
Created: 2025-07-18 12:11:19 UTC

$TSM: Net Income Surges +61% as HPC Demand Powers Record Margins

TSMC just dropped a blowout Q2 ‘25. Net income rose XXXX% YoY to NT$398B. EPS hit $2.47, beating by 16%. Revenue came in at $30.1B, slightly above the Street, but it’s the margin profile that really tells the story.

Gross margin expanded to XX% (+540bps YoY), and operating margin hit 50%—a staggering 710bps improvement. Net margin climbed to 43%, up 590bps YoY. EBITDA margin reached 70%. This is the highest quality earnings leverage in the foundry space right now.

What’s driving it? High Performance Computing (HPC). Revenue from HPC surged +104% YoY, now accounting for XX% of total revenue. Smartphones also grew +12% YoY, a strong rebound in a sector that’s been lagging.

But with free cash flow margin down 410bps YoY to 21.4%, is capex intensity putting a ceiling on near-term cash yield?

Q3 guidance implies further acceleration: $32.4B revenue vs $31.7B est. Full-year sales growth is guided at XX% vs XX% consensus. Operating leverage remains intact with SG&A and R&D as a % of sales both falling.

Segment growth remains broad: IoT +32%, Auto +45%, Other Platforms +37%. Digital consumer electronics was the lone laggard, down XX% YoY, now just X% of total revenue.

No dilution. Shares outstanding flat YoY.

At 22x forward earnings with a dominant position in AI semis and a structurally superior margin profile, the setup looks compelling. Market leadership + execution = pricing power.

![](https://pbs.twimg.com/media/GwI5SpdbQAA-clQ.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946180985877610759/c:line.svg)

**Related Topics**
[$301b](/topic/$301b)
[eps](/topic/eps)
[$398b](/topic/$398b)
[$tsm](/topic/$tsm)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/SergeyCYW/status/1946180985877610759)

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SergeyCYW Avatar Sergey @SergeyCYW on x 6318 followers Created: 2025-07-18 12:11:19 UTC

$TSM: Net Income Surges +61% as HPC Demand Powers Record Margins

TSMC just dropped a blowout Q2 ‘25. Net income rose XXXX% YoY to NT$398B. EPS hit $2.47, beating by 16%. Revenue came in at $30.1B, slightly above the Street, but it’s the margin profile that really tells the story.

Gross margin expanded to XX% (+540bps YoY), and operating margin hit 50%—a staggering 710bps improvement. Net margin climbed to 43%, up 590bps YoY. EBITDA margin reached 70%. This is the highest quality earnings leverage in the foundry space right now.

What’s driving it? High Performance Computing (HPC). Revenue from HPC surged +104% YoY, now accounting for XX% of total revenue. Smartphones also grew +12% YoY, a strong rebound in a sector that’s been lagging.

But with free cash flow margin down 410bps YoY to 21.4%, is capex intensity putting a ceiling on near-term cash yield?

Q3 guidance implies further acceleration: $32.4B revenue vs $31.7B est. Full-year sales growth is guided at XX% vs XX% consensus. Operating leverage remains intact with SG&A and R&D as a % of sales both falling.

Segment growth remains broad: IoT +32%, Auto +45%, Other Platforms +37%. Digital consumer electronics was the lone laggard, down XX% YoY, now just X% of total revenue.

No dilution. Shares outstanding flat YoY.

At 22x forward earnings with a dominant position in AI semis and a structurally superior margin profile, the setup looks compelling. Market leadership + execution = pricing power.

XXX engagements

Engagements Line Chart

Related Topics $301b eps $398b $tsm taiwan semiconductor stocks technology

Post Link

post/tweet::1946180985877610759
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