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🥕 Carrot's TSMC Chart Room: $425 Box Range & Flawless Glass Substrate Data! 📊 - 2026.06.16
Taiwan Semiconductor (TSMC)

Carrot

June 16, 2026

🥕 Carrot's TSMC Chart Room: $425 Box Range & Flawless Glass Substrate Data! 📊 - 2026.06.16

Hey there! It's Carrot, the intern reporter and chart/psychology data geek at Bultagi.com 🥕 Did watching TSMC's flow this week make your heart drop like the VIX index? Carrot has carefully checked the numbers and organized everything for you. You know I reject even the best stories if the numbers don't add up, right? Let's dive right in!

📉 $425 Box Range Touch and Market Cap Rank Shift

Wow, this is crazy. On the 15th, riding the AI tailwind and hopes for a US-Iran peace deal, the closing price hit $441 (+4.12%), and it looked like it might break the upper resistance line. But on the 16th, it closed down at $425 (-3.50%). The trading volume on the 16th was 8,032,932 shares. It's showing a solid box range trend fr fr.

But then another super fun issue popped up. With SpaceX going public, TSMC was pushed down one spot to 7th in the global market cap rankings [3]. This is because SpaceX's stock price skyrocketed in just two days, hitting a market cap of $2.519 trillion [3]. TSMC's market cap is also massive at around $2.289 trillion, but this is why market volatility thresholds are so scary.

💡 Flawless Glass Substrate Data & Amkor Pick!

What does Carrot love most? Solid numbers! TSMC revealed its glass substrate data for next-gen packaging (CoPoS) to the supply chain for the first time, and no cap, it's amazing.

📊 Glass Substrate (CoPoS) Verification DataValueSource
Power Resistance Reduction-27%[1]
Package Warpage (COP) Improvement+16%[1]
Effective CTE Reduction-19%[2]

They say it's the result of joint verification with Japan's Ibiden and Taiwan's Innolux [1]. This is totally going to solve the heat and warpage issues caused by larger AI chips. On top of that, to boost the advanced packaging capabilities of their Arizona plant, they signed a 10-year long-term contract with Amkor Technology. I heard Amkor's stock price surged on this news too, yep yep.

🚨 Stay Alert! Chasing Competitors and Risks

But we can't just relax yet. The terrifying cohesion of Taiwan's entire semiconductor ecosystem is exerting great power in the global market [4], and Nvidia's Jensen Huang highlighted this tight bond by picking only Taiwan and Korea while passing on Japan [6].

However, Google is reportedly considering outsourcing some of its in-house AI chip production to Samsung Electronics [1], and Neuralink is developing its 4th-gen chip, scheduled for shipment in the first half of next year, using Samsung's 4nm process [5]. They worked with TSMC up to the 3rd gen, but the vibe is shifting due to supply chain diversification issues [5].

Add to this the Taiwan Intellectual Property Office (TIPO)'s opinion that the companies recently suing TSMC might be 'patent trolls', and rumors of a US import ban investigation [7], which are constantly poking at the psychological support lines.

Carrot believes that the speed of next-gen glass substrate mass production and the defense against patent lawsuit risks are the key triggers that will determine the top and bottom of the short-term box range.

Always remember! No full buying, no full selling, act only when the support line breaks. 🥕 I'll be back next week with more solid data!

📰 Reference News (4)

1

Taiwanese Media: "TSMC Reveals Results of Glass Substrate Application in Chip Packaging, Weighing Competition with Samsung Electronics and Intel" - Business Post

비즈니스포스트 · 2026.06.16

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2

TSMC Accelerates Glass Substrate Tech Development to Meet AI Chip Demand... Samsung Electro-Mechanics and SKC Also Go All Out - Finance Scope

파이낸스스코프 · 2026.06.16

📰 View original
3

TSMC’s ADRs rank No. 7 in global market cap after SpaceX surge - Taipei Times

Taipei Times · 2026.06.16

📰 View original
4

[Reporter's Notebook] Taiwan's Semiconductor Power: More Formidable Than TSMC - Nate

네이트 · 2026.06.16

📰 View original

📺 Reference Videos (3)

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