[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.] #  $245mm Social media engagement around '$245mm' is active with discussions on costs and expenses. A recent post highlights cost analysis related to tools and fab expenses. ### About $245mm Analysis of social media engagement and discussion around the topic '$245mm'. ### Engagements: XX [#](/topic/$245mm/interactions) ---  [Engagements 24-Hour Chart Data](/topic/$245mm/time-series/interactions.tsv) **Current Value**: XX **Daily Average**: XXX **1-Year High**: XXXXX on 2025-07-23 **1-Year Low**: XX on 2025-07-26 | Social Network | X | | -------------- | - | | Engagements | XX | ### Mentions: X [#](/topic/$245mm/posts_active) ---  [Mentions 24-Hour Chart Data](/topic/$245mm/time-series/posts_active.tsv) **Current Value**: X **Daily Average**: X **1-Year High**: X on 2025-07-23 **1-Year Low**: X on 2025-07-24 | Social Network | X | | -------------- | - | | Mentions | X | ### Creators: X [#](/topic/$245mm/contributors_active) ---  [Creators 24-Hour Chart Data](/topic/$245mm/time-series/contributors_active.tsv) X unique social accounts have posts mentioning $245mm in the last XX hours which is up XXX% from X in the previous XX hours **Daily Average**: X **1-Year High**: X on 2025-07-23 **1-Year Low**: X on 2025-07-24 **Top topics mentioned** In the posts about $245mm in the last XX hours [$28b](/topic/$28b), [$40b](/topic/$40b), [$21b](/topic/$21b), [$17b](/topic/$17b), [$230mm](/topic/$230mm), [$1112mm](/topic/$1112mm), [$183mm](/topic/$183mm), [$23mm](/topic/$23mm) ### Top Social Posts [#](/topic/$245mm/posts) --- Top posts by engagements in the last XX hours *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "The tools are like $270mm ish at spot fx for the 3800E. But lets assume they hedged at XXXX so $245mm. Euv is like XX% of litho cost in logic. So $7.7B in litho per fab. Call it like XX% of WFE is litho at these nodes. $17B in WFE per fab. Shell is like 20%. Total fab cost is then $21B. TSM is spending $40b in capex XX% is advanced logic so $28B this year split between n3 and n2. Lets say n3 fab is XX% cheaper so $17B. If capex this year is 50/50 n3/n2 that would mean they are adding 66k wspm in capacity this year. Ballpark not far off probably but maybe a little light not sure. UTR could be" [@evrgn11112231](/creator/x/evrgn11112231) on [X](/post/tweet/1947856346050605451) 2025-07-23 03:08:36 UTC 3709 followers, 1311 engagements
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$245mm
Social media engagement around '$245mm' is active with discussions on costs and expenses. A recent post highlights cost analysis related to tools and fab expenses.
About $245mm
Analysis of social media engagement and discussion around the topic '$245mm'.
Engagements: XX #
Engagements 24-Hour Chart Data
Current Value: XX
Daily Average: XXX
1-Year High: XXXXX on 2025-07-23
1-Year Low: XX on 2025-07-26
| Social Network | X |
|---|---|
| Engagements | XX |
Mentions: X #
Mentions 24-Hour Chart Data
Current Value: X
Daily Average: X
1-Year High: X on 2025-07-23
1-Year Low: X on 2025-07-24
| Social Network | X |
|---|---|
| Mentions | X |
Creators: X #
Creators 24-Hour Chart Data
X unique social accounts have posts mentioning $245mm in the last XX hours which is up XXX% from X in the previous XX hours
Daily Average: X
1-Year High: X on 2025-07-23
1-Year Low: X on 2025-07-24
Top topics mentioned In the posts about $245mm in the last XX hours
$28b, $40b, $21b, $17b, $230mm, $1112mm, $183mm, $23mm
Top Social Posts #
Top posts by engagements in the last XX hours
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"The tools are like $270mm ish at spot fx for the 3800E. But lets assume they hedged at XXXX so $245mm. Euv is like XX% of litho cost in logic. So $7.7B in litho per fab. Call it like XX% of WFE is litho at these nodes. $17B in WFE per fab. Shell is like 20%. Total fab cost is then $21B. TSM is spending $40b in capex XX% is advanced logic so $28B this year split between n3 and n2. Lets say n3 fab is XX% cheaper so $17B. If capex this year is 50/50 n3/n2 that would mean they are adding 66k wspm in capacity this year. Ballpark not far off probably but maybe a little light not sure. UTR could be"
@evrgn11112231 on X 2025-07-23 03:08:36 UTC 3709 followers, 1311 engagements