On June 1, TSMC rose 3.43% in regular trading, trading at $432.64/share, with trading volume of $1.875 billion. The stock had already gained over 2% in pre-market trading before extending gains through the session.
On the news front, supply chain sources indicate that TSMC plans to raise its 3nm process wafer foundry prices by up to 15% in the second half of the year, with a potential further increase of 5% to 10% next year. This pricing power reflects a fundamental shift in advanced node supply-demand dynamics as AI accelerators, custom ASICs, flagship smartphone chips, and high-performance computing demand simultaneously flood into 3nm capacity, which remains fully loaded.
Additionally, the MSCI semi-annual index rebalancing took effect on May 29, raising TSMC's weight by 0.56 percentage points to 58.33%, which is expected to attract sustained passive fund inflows. Meanwhile, TSMC's upcoming shareholder meeting on June 4, where Chairman C.C. Wei will address AI demand and advanced process expansion plans, has further heightened market attention. The broader semiconductor sector showed strength, with Micron Technology up 5.1% and NVIDIA up 4.0%.
(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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