On June 23, TSMC fell 3.26% overnight, trading at $452.43/share, with turnover of $24.15 million. The broader semiconductor sector came under broad selling pressure, with Marvell Technology down 5.96%, Micron Technology down 5.11%, and Intel down 4.78%.
On the news front, Intel recently disclosed that its 18A-P process node has entered risk production, featuring gate-all-around transistor architecture and backside power delivery technology. The market's renewed confidence in Intel's advanced manufacturing capabilities is creating direct competitive pressure on TSMC's foundry dominance. Simultaneously, TSMC's advanced node capacity remains fully saturated, with its 3nm production ramped to 175,000 wafers per month yet still unable to meet surging AI chip demand. Google, AMD, and Tesla are accelerating discussions with Samsung for chip fabrication services, adopting dual-supplier strategies to hedge capacity risk. Google is reportedly in talks to produce its next-generation Axion processors at Samsung, while AMD has announced plans to shift certain CPU orders to Samsung starting in 2028. TSMC management has acknowledged that it cannot fully meet AI-driven demand for several years ahead, with a planned 15% price hike for 3nm in the second half underscoring the extreme supply-demand imbalance.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
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