🔥 TSMC, A Tug-of-War Between 2nm Expectations and Price Hike Cards - 2026.07.24

Hello, it's Onion here, delivering the vibes of a 30-year market veteran. You know, looking at how things are going with TSMC lately, can't you feel the market breathing? The closing price yesterday was $414.98, taking a slight breather, but news has it that the Taiwan stock market rose for the third consecutive day thanks to TSMC's last-minute rebound ^[6].

🔥 2nm Technology, What Did I Tell You!

I haven't watched the market for 30 years for nothing. Ultimately, technology is king. AMD unveiled its 6th-gen EPYC processor 'Venice,' based on TSMC's 2nm process, at AAI 2026 ^[1]. Expectations that it will crush ARM and competitors are sky-high, and this is solid proof that TSMC's 2nm mass production capability is backing it up perfectly—spot on! Furthermore, foreign research firms have analyzed that TSMC is preferred for investment over Samsung or SK Hynix despite uncertainties in the memory market ^[4]. With foreign media reports even announcing incredible news for Nvidia and Broadcom investors ^[5], isn't the market giving them a standing ovation~!

💸 Price Hikes and Overflowing Orders

TSMC is doing so well that their factories are just too busy to catch a break! Foundry production capacity is so packed that some orders are even shifting over to Samsung Electronics ^[8]. With demand exploding, their pricing power is no joke. As raw material costs rise and helium supply tightens, reports indicate they will raise contract manufacturing prices by up to 10% starting early 2027 ^[7].

💧 As They Grow, So Do the Variables

Of course, it's not all good news. They are pouring a staggering $265 billion into Phoenix, USA, to expand fabs; while there will be plenty of jobs, environmental risks like local water shortages are also emerging ^[3]. Plus, geopolitical issues cannot be ignored. According to Taiwanese media, China is reviewing restrictions on domestic companies outsourcing to TSMC ^[2].

Ultimately, amidst overwhelming technology and pouring orders, the key will be how they navigate the geopolitical and environmental constraints that follow as they grow larger. Onion believes that how these major macro variables and the price hike card impact earnings is the key to reading the foundry market moving forward. Let's track together what numbers appear in the next earnings release or order flow!

📰 Reference News (6)

2

Taiwan Media: "China considers restricting domestic companies from outsourcing to TSMC" - v.daum.net

v.daum.net · 2026.07.23

📰 View original

3

TSMC’s Massive $265B Phoenix Expansion: Job Boom or Water Crisis? - AZ Family

AZ Family · 2026.07.23

📰 View original

4

Foreign research firm: "Investment preference for TSMC higher than Samsung Electronics and SK Hynix", Memory semiconductor outlook uncertain - Business Post

비즈니스포스트 · 2026.07.23

📰 View original

6

[All That China] Taiwan stock market closes higher for the third day on TSMC's last-minute rebound..0.06%↑ - Newsis

뉴시스 · 2026.07.23

📰 View original

📺 Reference Videos (2)

7

YouTube

Are Smartphone Prices Rising Again? 'World No. 1' TSMC's Major Announcement [Now News] / YTN

▶ YTN·2026.07.22

8

YouTube

'TSMC' is too busy! Orders are shifting to Samsung Electronics

▶좋은미래만들기·2026.07.22