U.S. stock market anomaly | TSMC (TSM.US) rises by more than 4%, rumored to raise prices by 15% in the second half of the year for 3nm process.
According to the Zhixin Finance APP, on Wednesday, Taiwan Semiconductor (TSM.US) rose more than 4% to $429.40. On the news front, insiders revealed that Taiwan Semiconductor plans to raise its 3-nanometer wafer foundry prices again in the second half of 2026, with the highest increase reaching 15%. In 2027, prices may further increase by 5% to 10%.
It is reported that, at the shareholders' meeting on June 4, the Chairman and CEO of Taiwan Semiconductor, Wei Zhejia, will formally explain the logic behind the price increase, which may become a key window for global semiconductor investors to assess the sustainability of AI demand, the supply structure of advanced processes, and the long-term pricing power of Taiwan Semiconductor.
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