Rising expectations of price increases for TSMC’s advanced processes heat up, with TSM prices recovering above the on-chain bullish cost average

Crypto界网消息,TSMC预计将在大规模扩产期间将先进制程代工价格上调5%至10%,并披露AI芯片的最新进展。Susquehanna今日同步将TSMC的目标价格上调至575美元,TSM股价受到提振并开始修复,目前合约价格为446美元,12小时内上涨了1.2%。TSM昨日曾一度回落至链上多头平均建仓成本线437.5美元附近,随后触底反弹,价格回升至成本线上方,整体多头仓位重新进入浮盈区间。链上TSM最大空头巨鲸持有3倍杠杆的TSM空单,规模约1.13M美元,建仓均价为414.28美元,当前标记价已高出其成本线约7.7%,浮亏约81.1k美元(-20%),清算价位为559.37美元。链上同向空头大额仓位约为3.28M美元,对手盘多头仓位约为1.37M美元。
TSM-0.98%
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CapitalFlowInATeacup
· 6h ago
A short giant whale with 3x leverage is floating with a loss of $80k; entered at 414 and now at 446. A 20% increase will directly liquidate. On-chain gambling is more exciting than spot trading.
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StardustUnderTheGlassDome
· 6h ago
TSMC raises prices by 5-10% and still calls it expansion? AI chip orders are booked until 2026, the pricing power is truly outrageous, and the 575 target price feels conservative.
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