$TSM 3nm chips are expected to see a 15% price increase in the second half of this year, with another 5% to 10% hike possible next year


TSMC’s Fab 18 is reportedly running at high utilization, with 3nm monthly capacity rising from around 130,000 wafers at the start of the year to roughly 160,000 to 175,000 wafers in Q2. Even with this ramp, AI demand continues to exceed expectations
At the same time, MSCI’s semi annual adjustment takes effect after market close on the 29th, with TSMC receiving the largest weighting increase in the MSCI Taiwan Index, rising 0.56 points to 58.33%. Foreign investors currently hold 70.35% of TSMC shares, and the market expects passive fund inflows to support the stock
Morgan Stanley is also scheduled to host an investor briefing with TSMC, while CEO C.C. Wei is expected to clearly address AI demand, advanced process pricing, and overseas expansion at the June 4 shareholders’ meeting.
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