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Technology Stocks : Semi Equipment Analysis
SOXX 304.45+0.1%Oct 28 4:00 PM EDT
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To: Julius Wong who wrote (95230)10/16/2025 12:25:03 PM
From: Return to Sender2 Recommendations

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Taiwan Semiconductor Manufacturing beats by $0.29, beats on revs; guides Q4 revs above consensus

-1.17%

Reports Q3 (Sep) earnings of $2.92 per share, $0.29 better than the FactSet Consensus of $2.63; revenues rose 40.1% year/year to $33.1 bln vs the $32.07 bln FactSet Consensus.Gross margin for the quarter was 59.5%, operating margin was 50.6%, and net profit margin was 45.7%In the third quarter, shipments of 3-nanometer accounted for 23% of total wafer revenue; 5-nanometer accounted for 37%; 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 74% of total wafer revenueCo issues upside guidance for Q4, sees Q4 revs of $32.2-33.4 bln vs. $31.55 bln FactSet Consensus.Gross profit margin is expected to be between 59% and 61%Operating profit margin is expected to be between 49% and 51%


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