[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.] [$4042b](/topic/$4042b) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "π TSMC crushes Q3: Revenue hits $33.1B (+30% YoY) net profit surges XX% to record $14.7B on AI boom Gross margin 59.5%. Raised FY25 revenue growth to mid-30s% CapEx $40-42B. 'AI demand stronger than expected' C.C. Wei. Chips powering the future #TSMC #AI #Earnings $TSM" [X Link](https://x.com/helios_robotics/status/1979087485092479239) [@helios_robotics](/creator/x/helios_robotics) 2025-10-17T07:30Z XX followers, XX engagements "In tech it was all about AI $NVDA $ORCL $AMD $MSFT $TSM added $102B in market cap. Revenue rose over XX% YoY. Gross margin reached XXXX The firm raised capex to $4042B Advanced chips now make up XX% of its wafer revenue the AI cycle is alive and accelerating" [X Link](https://x.com/downloadvestr/status/1978952512351932747) [@downloadvestr](/creator/x/downloadvestr) 2025-10-16T22:33Z 1020 followers, XXX engagements "$TSM reported a strong quarter exceeding estimates. Read my raw notes from the earnings call link in π§΅ Results β Revenue $32.3B vs. $31.5B ($30.3-$32.6B) π° GM XXXX% vs XXXX% (55.5%-57.5%) π° EPS $XXXX vs. $XXXX ($0.48-0.54) Q4 Guidance β Sales Guide $32.8B vs. $31.4B β GM 59%-61% XX Guidance π° XX Sales Guide Mid-30% growth vs. XX% XX CapEx Guide $40-42B vs. $38-40B" [X Link](https://x.com/AJacksonHole/status/1978922250482126959) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-16T20:33Z XXX followers, XX engagements "$TSM Advanced Packaging & Backend Supply Chainπ 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 3658 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.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"π TSMC crushes Q3: Revenue hits $33.1B (+30% YoY) net profit surges XX% to record $14.7B on AI boom Gross margin 59.5%. Raised FY25 revenue growth to mid-30s% CapEx $40-42B. 'AI demand stronger than expected' C.C. Wei. Chips powering the future #TSMC #AI #Earnings $TSM"
X Link @helios_robotics 2025-10-17T07:30Z XX followers, XX engagements
"In tech it was all about AI $NVDA $ORCL $AMD $MSFT $TSM added $102B in market cap. Revenue rose over XX% YoY. Gross margin reached XXXX The firm raised capex to $4042B Advanced chips now make up XX% of its wafer revenue the AI cycle is alive and accelerating"
X Link @downloadvestr 2025-10-16T22:33Z 1020 followers, XXX engagements
"$TSM reported a strong quarter exceeding estimates. Read my raw notes from the earnings call link in π§΅ Results β
Revenue $32.3B vs. $31.5B ($30.3-$32.6B) π° GM XXXX% vs XXXX% (55.5%-57.5%) π° EPS $XXXX vs. $XXXX ($0.48-0.54) Q4 Guidance β
Sales Guide $32.8B vs. $31.4B β
GM 59%-61% XX Guidance π° XX Sales Guide Mid-30% growth vs. XX% XX CapEx Guide $40-42B vs. $38-40B"
X Link @AJacksonHole 2025-10-16T20:33Z XXX followers, XX engagements
"$TSM Advanced Packaging & Backend Supply Chainπ 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 3658 followers, XXX engagements
/topic/$4042b/posts