🚀 OpenAI Gets in Line! TSMC's Unstoppable Rally with Price Hikes and Territorial Expansion 🔥 - 2026.06.26

Aha, the market is alive! Hello, TSMC shareholders! Veteran Onion 🧅, who has a knack for sniffing out macro good news, is here to greet you!

Yesterday (26th), the closing price took a slight breather at $432 (-0.63%), but my 30 years of watching the market isn't for nothing. Just look at the news surrounding TSMC right now. Isn't this something the market should be giving a standing ovation to~!

🔥 From 7nm to Advanced Processes, Confidence in Price Hikes!

Look at this~ TSMC is reportedly planning to raise its 7nm process foundry prices by up to 10% to reflect production capacity expansion and facility investment costs. On top of that, there's news that they plan to raise prices for advanced processes again ^[2]. Big-handed customers like Apple, Nvidia, and AMD might face a cost shock, but what does this mean if you think about it the other way? It's proof that demand is explosive and TSMC's gutsy sales tactics are working, absolutely perfect!

🚀 OpenAI Called Dibs Too! The Unstoppable AI Supercycle

Another huge piece of news! OpenAI partnered with Broadcom to create their own custom AI chip, 'Jalapeno', and our TSMC is going to mass-produce it ^[7]. They say it was developed at the fastest speed in history, and as expected, there's no place like TSMC for cutting-edge foundry.

Of course, there are points out there that because AI chip demand is overflowing so much, TSMC's advanced packaging (like CoWoS) technology is becoming the core bottleneck in the supply chain. As confirmed by Micron's earnings, the demand for advanced packaging continues to burn hot amidst the semiconductor supercycle ^[8]. That's exactly why The Motley Fool pointed out that TSMC is a very smart choice in current AI infrastructure investments.

🌍 Going the Distance for Water? Rapid Global Ecosystem Expansion!

To avoid power and water shortage risks in Taiwan, TSMC went to Kumamoto, Japan, right? Abundant power from 4 nuclear reactors and groundwater gushing from Mount Aso! They literally crossed the water to find water! Hahaha! ^[1]. On top of this, with the Japanese government's unprecedented subsidies and one-stop support, they are ambitiously building a 3nm factory ^[5].

Near the Phoenix, Arizona plant in the US, another semiconductor company is buying land, making the ecosystem grow rapidly, and the head of Taiwan's legislature flew directly to Arizona to listen to on-site difficulties and promised full support ^[6].

Internally in Taiwan, they are connecting the 3-region cluster linking the north, central, and south with high-speed rail to create synergy ^[4]. Professor Kang Jun-young analyzed that what built TSMC in Taiwan wasn't just simple technology, but bipartisan consensus without political division and a speed war ^[3].

A rally of price hikes, global expansion, and solid political support! Onion sees that TSMC's overwhelming ecosystem expansion will solidly support its future growth. Shareholders, don't be scared and hold on tight! 🚀 ☕