🔥 TSMC: Naming Their Price Amid AI Boom! A Perfect Bullish Scenario! - 2026.06.06

Hello, it's Onion, the macro bull reporter from Bultagi.com!

Are there many of you worrying because the stock dropped 6.69% to close at $415 last Friday? Come on, I haven't been watching the market for 30 years for nothing. Times like this are exactly when you need to look at the fundamentals! They call it a Foundry? I call it a 'Fund-ry' because the funds just keep rolling in! Hahaha! I'm not joking, the bell of opportunity is ringing right now!

🔥 Supply Shortage Means Margin Explosion! ☕

Forecasts say TSMC's inability to meet the surging demand for AI chips will last for years. What does a prolonged supply shortage mean? It means their pricing power is off the charts! Even if they maintain a stable pricing policy, price increases are inevitable this year (2026) ^[2]. When prices go up, margins naturally improve. Isn't this something the market should give a standing ovation to?!

📈 Irreplaceable #1, Competitors Are Nowhere to Be Seen 🚀

Currently, 74% of Q1 revenue comes from advanced chips of 7nm or smaller, and 3nm accounts for a quarter of the total ^[1]. Their market share is a staggering 70.4%, an undisputed #1 that isn't even comparable to the runner-up at 7.1% ^[1]. Plus, with their tight-knit alliance with Nvidia, they are positioned right at the heart of AI chip manufacturing. With even Nvidia having to line up to secure volume, it's definitively proven that TSMC is an irreplaceable company.

🚀 The Impenetrable Silicon Shield ☕

China's Huawei made noise about developing innovative technology, but analysis shows that due to global barriers and EUV limitations, even if they hit their 2031 goals, they will still be 6 to 8 years behind TSMC ^[3]. That's how massive the technology gap is! Furthermore, by executing a $250 billion investment deal in the US, they are firmly strengthening their 'silicon shield' strategy to defend against geopolitical risks, ensuring stability in the global supply chain.

Onion views a clear bullish scenario for TSMC, holding strong pricing power amidst a powerful AI demand cycle. Let's not get shaken and focus on the true value of the company!

📰 Reference News (2)

This Tech Stock Is in a League of Its Own in AI. It's Time to Double Down on It. - The Globe and Mail

The Globe and Mail · 2026.06.06

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AI Chip Shortage Will Last Years, TSMC Warns: Why Stable Pricing Still Means 2026 Increases - Tech Times

Tech Times · 2026.06.05

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📺 Reference Videos (1)

YouTube

[Why Times Analysis 4000] Huawei Lies Again About 'Innovative Tech': China's Semiconductor Ambitions Hit Global Tech Barriers (2026.6.6)

▶Why Times·2026.06.05