[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.]  Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6331 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  **Related Topics** [$301b](/topic/$301b) [eps](/topic/eps) [$398b](/topic/$398b) [nt](/topic/nt) [$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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Sergey @SergeyCYW on x 6331 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
Related Topics $301b eps $398b nt $tsm taiwan semiconductor stocks technology