TSMC Ponders Boosting AI Chip Production Prices for Nvidia: Morgan Stanley

seekingalpha06-07

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is seriously considering increasing its production fees for artificial intelligence leader Nvidia (NASDAQ:NVDA), according to a report by Morgan ...

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Morgan Stanley believes TSMC could raise prices by another 5% for 2025, due to AI semi demand.Other major TSMC customers include Apple (AAPL), Advanced Micro Devices (AMD), Broadcom (AVGO), Qualcomm (QCOM) and MediaTek (OTCPK:MDTTF).\"We believe TSMC will be a winner in AI semis in the long term,\" Chan noted. \"No matter where the growth is coming from – GPU or ASIC, cloud or edge AI chips – most, if not all, will likely be manufactured by TSMC's leading-edge foundry services.\"Morgan Stanley rates TSMC Overweight, as most analysts are very bullish on the stock. Its price is up 55% year to date.Seeking Alpha and Wall Street analysts both rate it a Buy, while Seeking Alpha's Quant system, which regularly beats the market, rates it a Strong Buy.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1133331090"}