TSM Surges on Reports of Increased Foundry Pricing for 2025

Author's Avatar
Oct 25, 2024
Article's Main Image

Taiwan Semiconductor Manufacturing Co. (TSM, Financial) saw its stock increase by 1.08% in pre-market trading, hitting $200.07. Industry sources have indicated that TSM is addressing the impact of high operational costs of overseas facilities and the deployment costs for its 2-nanometer node on profit margins. The company has presented 2025 foundry pricing to various clients, noting a price increase of approximately 4% across 5nm, 4nm, and 3nm processes, higher than previously estimated.

The 2nm process has reached a price of $30,000, with the Baoshan facility set to scale production by the fourth quarter of 2025, targeting a monthly capacity of 30,000 wafers.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.