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TSMC Shares Rise Over 2%, 3nm Foundry Prices May Increase by 15%, Capacity Fully Utilized Yet Still in Short Supply

On June 11, TSMC (TSM.US) shares rose over 2%, reaching $416.4. According to supply chain sources, TSMC plans to moderately increase foundry prices in the second half of the year due to rising upstream costs, with a projected 15% increase for the highly sought-after 3nm process. Chip industry players indicate that the queue for customers has not significantly eased, despite TSMC's continued ramp-up of wafer production capacity, which is expected to reach between 160,000 to 175,000 wafers per month in the second quarter. However, the growth rate of AI demand still far exceeds market expectations.

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