🥕 Carrot's Chart Room: Breaking the $460 Box & Marvell's 1.4nm Pick! 📊 - 2026.06.18

Hey TSMC shareholders! 🥕 Carrot, the intern reporter obsessed with charts and psychology data, is here! Wow, insane, did anyone see the stock price yesterday? Fr, my heart was pounding!

📊 Carrot's Chart Room: Smashing Through the $430 Box!

After playing a game of chicken at the top of the $433 box last time, it smoothly shot up to a closing price of $463 (+7.22%) on the 18th! With trading volume exploding over 15 million shares, the vibe of breaking through the resistance line is absolutely insane fr.

🚀 Marvell Boarding 1.4nm Too? Demand Explosion

Marvell, which has a tight grip on optical communication chips for AI data centers, is pushing to introduce TSMC's 1.4nm (A14) process for its next-generation products ^[1]. Marvell's COO directly confirmed that they are discussing the utilization of the A14 foundry with TSMC ^[1]. Marvell used to use Samsung Electronics' foundry, but as they restructure their portfolio around data centers, they are showing perfect teamwork with TSMC ^[1]. They are already using 3nm for DSP chips and are planning to introduce 2nm as well ^[1]. Nvidia's Jensen Huang also highly praised Marvell's potential, and with such big players flocking to top-tier micro-processes, it makes sense for TSMC's stock price to jump above $460.

🚨 Advanced Process Saturation Issue & Samsung's Entrance

But the reality of the data means we can't just smile! There's news that TSMC's advanced process production capacity has practically reached saturation ^[2]. Because the capacity is fully booked, major clients like Google and Tesla are expanding parallel production with Samsung Foundry ^[2]. Overflowing demand is good, but clients looking for a Plan B is a risk point that must be carefully checked to settle safely in the $460 range.

💣 Internal Bonus Complaints vs. Amkor 10-Year Pick

On top of this, internal psychology data is shaking a bit. In contrast to a Korean competitor settling wage negotiations, there's news of unprecedented internal backlash regarding the bonus system within TSMC, which has maintained a union-free management ^[4]. Organizational management risks can unexpectedly affect the stock price support line, so pay close attention! Instead, supply chain good news is providing solid backing. TSMC signed a 10-year long-term partnership agreement with Amkor to enhance advanced semiconductor packaging capabilities in the US ^[3]. Speeding up the establishment of a local US supply chain is a positive signal.

Looking closely at the numbers and facts, Carrot sees that TSMC is currently in a phase of forming a new box range in the $460s, holding the double-edged sword of explosive 1.4nm demand and capacity saturation.

Everyone knows my trademark, right? No full buy, no full sell, act only when the support line breaks. Whether the previous top of the $430 box range will now act as a powerful new support line—if the numbers don't match, there's no mercy, so let's all hold onto our mental strength and watch the charts! 🥕✨

📰 Reference News (3)

1

'Nvidia's Pick' Marvell to Use TSMC's 1.4nm for Next-Gen Optical Chips - Business Post

비즈니스포스트 · 2026.06.18

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2

TSMC's Advanced Nodes Near Capacity... Google & Tesla Expand Dual-Sourcing with Samsung - Global Economic

글로벌이코노믹 · 2026.06.17

📰 View original

3

Taiwan's TSMC Signs 10-Year Pact with Amkor... Accelerating US Supply Chain Buildout - Herald Economy

헤럴드경제 · 2026.06.18

📰 View original

📺 Reference Videos (1)

4

YouTube

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▶잡식왕·2026.06.17