On June 11, TSMC rose 3.14% in regular trading, trading at $420.305/share, with trading volume of $10.08 billion. The rally was driven by the company's CFO signaling potential price increases for wafer fabrication services amid surging AI chip demand that continues to outpace supply.
TSMC CFO Wendell Huang stated in a media interview that inflation is pushing up operating costs and the company does not rule out raising chip prices, while emphasizing TSMC would not suddenly raise prices four or five times. He noted the pricing strategy reflects the company's technology leadership and manufacturing excellence. According to supply chain sources, TSMC plans to raise 3nm process quotes by up to 15% in the second half of the year, with a further 5%-10% increase possible next year.
The backdrop to this pricing power is exceptional demand dynamics. TSMC's 3nm monthly capacity has expanded from 130,000 wafers at the start of the year to 160,000-175,000 wafers by Q2, yet customer queues remain unresolved. May revenue reached a record NT$416.975 billion, up 30.09% year-over-year. CFO Huang also dismissed AI bubble concerns, expressing firm confidence in hyperscaler clients' financial capacity to sustain investment.
(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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