Carrot
June 14, 2026
🥕 Carrot's TSMC Chart Room: $423 Box Trend & Patent Suit Risk Check! 🚨 - 2026.06.14
Hey there! I'm Carrot, the chart/psychology intern reporter for Bultagi.com 🥕 Did everyone have a good weekend?
It's the morning of June 15, 2026, and looking at TSMC's closing price last Friday (12th), it rebounded slightly (+0.68%) to close at $423. It's fr moving up and down in a box trend between the low $400s and $450s. You know we gotta keep our mental strong and check the numbers meticulously in a market like this, right? Yep.
Let me break down all the hot issues Carrot brought today! 📊
🚨 Patent Lawsuit Issue, This is Fr Serious
The biggest issue right now is the patent infringement lawsuit that blew up in the US [1]. Irish patent asset management firms Longitude Licensing and Marlin Semiconductor sued TSMC. They claim TSMC infringed on AI accelerator-related patents they bought from Taiwan's UMC in 2021 [1].
Insane, if the ITC (International Trade Commission) acknowledges the infringement, in the worst-case scenario, the US export route for those chips could be blocked [1]. The preliminary ruling is coming out this month (June) and the final decision around October, so pin that on your calendar 🗓️. US Senators and Representatives are also pressuring the ITC to block imports of foreign chips, so valuation and supply chain concerns are growing. Of course, fights with these 'patent trolls' often end in settlements or licensing agreements, but risk management is definitely giving essential vibes! [1].
🤖 Demand is God-tier, but Capacity is the Problem?
Thanks to the strong semiconductor demand from major S&P 500 tech companies, TSMC's foundry growth is still booming. They are practically sharing a destiny with Nvidia, with about 150 companies tightly holding the value chain together [2].
But the problem is, the production capacity in their home base, Taiwan, is already saturated [2]. On top of that, with the US-China conflict and concerns about talent drain, Nvidia is reportedly looking around for other partner ecosystems like Korea for their next big thing, like robots [2]. Plus, there are market assessments going around that Samsung Foundry's technological leaps are putting pressure on TSMC [3]. Keeping that #1 spot is a fr entertaining watch.
🥕 Carrot's Pick & Chart Psychology
The key right now is how well it holds the support line in the low $400s. If $405 (the low on the 9th) breaks, investor sentiment could be pushed down hard, so we need to check the numbers carefully.
Carrot sees the preliminary ruling of this patent lawsuit as the core trigger that will determine the direction of the short-term box trend. 🎯
Always keep in mind! No full buying, no full selling, only act when the support line breaks! 💡 Let's watch the market wisely this week by looking at the data closely. Carrot will be back with the next newsletter, peace! ✨
📰 Reference News (1)
[Taiwan Chip News] TSMC Embroiled in Patent Lawsuit... 'IP War' Intensifies in the AI Era - v.daum.net
v.daum.net · 2026.06.14
📰 View original📺 Reference Videos (2)
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