Movement Alert｜TSMC Rises 3.41% in Regular Trading, 3nm Process Price Hike of Up to 15% Planned for Second Half

Market Focus21:39

On May 27, TSMC rose 3.41% in regular trading, trading at $423.6/share, with trading volume of $1.105 billion. The rally was driven by supply chain reports indicating the company plans to raise 3nm process pricing by up to 15% in the second half, with a potential further increase of 5-10% next year.

According to supply chain sources, the price hike reflects a structural shift in advanced process supply and demand in the AI era rather than a single customer's order pull-in. NVIDIA, AMD, Google, and AWS are all accelerating adoption of 3nm for AI accelerators, custom ASICs, and flagship mobile chips, keeping 3nm capacity fully loaded. TSMC's primary 3nm fab (Fab18) maintains high utilization, with monthly capacity rising from approximately 130,000 wafers at the start of the year to 160,000-175,000 wafers in Q2, yet AI demand growth continues to outpace expansion. The current 3nm wafer price is reported near $20,000, potentially rising to approximately $23,000 per wafer after the adjustment.

Within the Semiconductors sector, Micron Technology rose 2.35%, while NVIDIA fell 1.14%, AMD fell 1.12%, Intel fell 3.42%, and Marvell Technology fell 1.03%.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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