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.