On June 23, TSMC fell 4.79% in pre-market trading, trading at $440.5/share, with turnover of $15.7589 million. The broader semiconductor sector came under significant selling pressure, with Micron Technology down 9.63%, Marvell Technology down 8.8%, Intel down 8.76%, and AMD down 6.55%.
On the news front, Intel recently disclosed that its 18A-P process node has entered the risk production stage. The upgraded process employs Gate-All-Around (GAA) transistors and backside power delivery technology, delivering 9% performance improvement at equivalent power or 18% power reduction at equivalent performance. Analysts have called this a critical milestone for Intel's foundry recovery, directly challenging TSMC's dominance in advanced node manufacturing.
Simultaneously, TSMC's advanced process capacity remains fully saturated. Reports indicate that Google, AMD, and Tesla are accelerating orders to Samsung's foundry services, adopting dual-supplier strategies to hedge against capacity allocation risks. TSMC's 3nm capacity has been locked by core clients including NVIDIA and Apple, leaving limited room for incremental orders from new customers.
(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.)
Comments