LunarCrush LLM

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[$3842b](/topic/$3842b)

### Top Social Posts

*Showing only X posts for non-authenticated requests. Use your API key in requests for full results.*

"$TSM Advanced Packaging & Backend Supply Chain👇 Guide: Revenue: USD 32.2-33.4B for Q4'25 (1% sequential decrease XX% year-over-year increase at midpoint). Gross Margin: 59%-61% for Q4 2025; guided to increase by XX bps to XX% at the midpoint. 2025 CapEx narrowed to $4042B (from $3842B); XX% for advanced process 1020% specialty 1020% advanced packaging/testing/mask making. AI Accelerator Revenue Growth: Previously guided at mid-40s CAGR (20242029); current demand is "a little bit better than that." Gross margin dilution from overseas fabs expected at XX% for 2025 rising to XX% in early ramp"  
[X Link](https://x.com/HudsonLabs/status/1978849601051386143) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-16T15:44Z 3657 followers, XXX engagements


"$TSM TSMC Q325 Earnings Highlights 🔹 Revenue: $33.1B (Est. $31.5B) 🟢; +41% YoY; +10% QoQ 🔹 EPS: $XXXX (Est. $2.59) 🟢; +39% YoY. 🔹 Gross Margin: XXXX% (Est. 58.9%) 🟢; +1.7 ppts YoY; +0.9 ppt QoQ FY25 Outlook 🔹 Revenue Growth: mid-30% YoY (Prior +30% YoY) 🟡 Implies $117.4$121.9B (Est. $120.6B) 🟡 🔹 CapEx: $4042B (Prior $3842B) 🔹 Overseas Fab GM Dilution (FY25): 1%2% (Prior 2%3%) 🔹 Overseas Fab GM Dilution (multi-year): 2%3% in early stages; 3%4% in later stages Q4 Guidance 🔹 Revenue: $32.233.4B (Est. $32.0B) 🟡; DOWN -X% QoQ at midpoint 🔹 Gross Margin: 59%61% 🔹 Operating Margin:"  
[X Link](https://x.com/Simoncuocuo/status/1978837762561413458) [@Simoncuocuo](/creator/x/Simoncuocuo) 2025-10-16T14:57Z 2020 followers, XXX engagements


"Taiwan Semiconductor - Q3 FY2025 Earnings $TSM XXXXXX +2.46% PM ✅ Revenue: $33.1B (Est: $31.5B) +41% YoY +10% QoQ ✅ EPS: $XXXX (Est: $2.59) Additional Metrics: Gross Margin: XXXX% (Est: 58.9%) Operating Margin: 49-51% CapEx: $40-42B (Prior $38-42B) Q4 Guidance: ✅ Revenue: $32.2-33.4B (Est: $32.0B) Gross Margin: 56-61% Operating Margin: 49-51% FY2025 Guidance: Revenue: $117-122B (Est: $120.6B)"  
[X Link](https://x.com/samsolid57/status/1978804201070485948) [@samsolid57](/creator/x/samsolid57) 2025-10-16T12:44Z 29.2K followers, 3814 engagements


"$TSM #TSMC Q325 Earnings Highlights 🔹 Revenue: $33.1B (Est. $31.5B) 🟢; +41% YoY; +10% QoQ 🔹 EPS: $XXXX (Est. $2.59) 🟢; +39% YoY. 🔹 Gross Margin: XXXX% (Est. 58.9%) 🟢; +1.7 ppts YoY; +0.9 ppt QoQ FY25 Outlook 🔹 Revenue Growth: mid-30% YoY (Prior +30% YoY) 🟡 Implies $117.4$121.9B (Est. $120.6B) 🟡 🔹 CapEx: $4042B (Prior $3842B) 🔹 Overseas Fab GM Dilution (FY25): 1%2% (Prior 2%3%) 🔹 Overseas Fab GM Dilution (multi-year): 2%3% in early stages; 3%4% in later stages"  
[X Link](https://x.com/marketsday/status/1978788764819595419) [@marketsday](/creator/x/marketsday) 2025-10-16T11:43Z 19.7K followers, XXX engagements

[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.]

$3842b

Top Social Posts

Showing only X posts for non-authenticated requests. Use your API key in requests for full results.

"$TSM Advanced Packaging & Backend Supply Chain👇 Guide: Revenue: USD 32.2-33.4B for Q4'25 (1% sequential decrease XX% year-over-year increase at midpoint). Gross Margin: 59%-61% for Q4 2025; guided to increase by XX bps to XX% at the midpoint. 2025 CapEx narrowed to $4042B (from $3842B); XX% for advanced process 1020% specialty 1020% advanced packaging/testing/mask making. AI Accelerator Revenue Growth: Previously guided at mid-40s CAGR (20242029); current demand is "a little bit better than that." Gross margin dilution from overseas fabs expected at XX% for 2025 rising to XX% in early ramp"
X Link @HudsonLabs 2025-10-16T15:44Z 3657 followers, XXX engagements

"$TSM TSMC Q325 Earnings Highlights 🔹 Revenue: $33.1B (Est. $31.5B) 🟢; +41% YoY; +10% QoQ 🔹 EPS: $XXXX (Est. $2.59) 🟢; +39% YoY. 🔹 Gross Margin: XXXX% (Est. 58.9%) 🟢; +1.7 ppts YoY; +0.9 ppt QoQ FY25 Outlook 🔹 Revenue Growth: mid-30% YoY (Prior +30% YoY) 🟡 Implies $117.4$121.9B (Est. $120.6B) 🟡 🔹 CapEx: $4042B (Prior $3842B) 🔹 Overseas Fab GM Dilution (FY25): 1%2% (Prior 2%3%) 🔹 Overseas Fab GM Dilution (multi-year): 2%3% in early stages; 3%4% in later stages Q4 Guidance 🔹 Revenue: $32.233.4B (Est. $32.0B) 🟡; DOWN -X% QoQ at midpoint 🔹 Gross Margin: 59%61% 🔹 Operating Margin:"
X Link @Simoncuocuo 2025-10-16T14:57Z 2020 followers, XXX engagements

"Taiwan Semiconductor - Q3 FY2025 Earnings $TSM XXXXXX +2.46% PM ✅ Revenue: $33.1B (Est: $31.5B) +41% YoY +10% QoQ ✅ EPS: $XXXX (Est: $2.59) Additional Metrics: Gross Margin: XXXX% (Est: 58.9%) Operating Margin: 49-51% CapEx: $40-42B (Prior $38-42B) Q4 Guidance: ✅ Revenue: $32.2-33.4B (Est: $32.0B) Gross Margin: 56-61% Operating Margin: 49-51% FY2025 Guidance: Revenue: $117-122B (Est: $120.6B)"
X Link @samsolid57 2025-10-16T12:44Z 29.2K followers, 3814 engagements

"$TSM #TSMC Q325 Earnings Highlights 🔹 Revenue: $33.1B (Est. $31.5B) 🟢; +41% YoY; +10% QoQ 🔹 EPS: $XXXX (Est. $2.59) 🟢; +39% YoY. 🔹 Gross Margin: XXXX% (Est. 58.9%) 🟢; +1.7 ppts YoY; +0.9 ppt QoQ FY25 Outlook 🔹 Revenue Growth: mid-30% YoY (Prior +30% YoY) 🟡 Implies $117.4$121.9B (Est. $120.6B) 🟡 🔹 CapEx: $4042B (Prior $3842B) 🔹 Overseas Fab GM Dilution (FY25): 1%2% (Prior 2%3%) 🔹 Overseas Fab GM Dilution (multi-year): 2%3% in early stages; 3%4% in later stages"
X Link @marketsday 2025-10-16T11:43Z 19.7K followers, XXX engagements