Movement Alert|TSMC Rises 3.06% in Pre-Market Trading, 28nm Capacity Cut Pivoting to High-Value Business Combined with Advanced Node Price Hike Expectations

Market Focus06-22 20:16

On June 22, TSMC rose 3.06% in pre-market trading, trading at $476.5/share, with turnover of approximately $59.87 million.

On the news front, supply chain sources revealed that TSMC's 28nm main production base Fab 15A has reduced monthly wafer input from 200,000 at the start of the year to 150,000, a cut exceeding 25%. The company is redirecting capacity toward high-value applications such as interposer layers while gradually exiting low-margin orders. TSMC responded that its mature node strategy remains unchanged and it will continue optimizing its capacity mix.

Additionally, TSMC plans to raise 3nm process quotes by up to 15% in the second half of the year, as tight supply-demand dynamics in advanced nodes persist. Apple has confirmed its A22 Pro chip will adopt TSMC's 1.4nm process, expected for production around 2028, offering up to 15% performance improvement or 27%-30% power reduction versus 2nm. This further cements TSMC's technology leadership in cutting-edge semiconductor manufacturing.

(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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