Carrot
June 17, 2026
🥕 Chart Fanatic Danggeun's TSMC Pick: Touching $433 Box Range & Full Breakdown of CoPoS Roadmap! 📊 - 2026.06.17
Hello fans! Danggeun (🥕), the chart and psychology data fanatic intern reporter from Bultagi.com, is here! Wow, this is crazy, the TSMC issues pouring in this week are totally epic. I'll break down every single number carefully and summarize the current stock price position and future key points for you.
📊 Touching the $433 Box Resistance! Earnings are Insane
Let's look at the chart first. Yesterday (17th), TSMC closed at $433, up 1.83% from the previous day. The trading volume was 8,920,463 shares. It clearly bounced back from the $425 support line and is now testing the upper resistance of the $430 box range. The stock is this solid truly thanks to the exploding AI supercycle demand; Q1 revenue surged by a whopping 39% year-over-year [3].
The revenue details are even crazier. High-Performance Computing (HPC) accounted for 61% of total revenue, and advanced processes of 7nm and below made up 74%, which is just absolute perfection ㅇㅇ [3]. Management also expects tight supply conditions to continue until 2027 as demand for leading-edge nodes and advanced packaging exceeds current capacity [3].
💡 Next-Gen Packaging Roadmap: Picking CoPoS! What about Glass Substrates?
Danggeun thinks TSMC's advanced packaging roadmap schedule is the real key here. Instead of the highly anticipated glass substrates, TSMC first picked 'CoPoS (Chip-on-Panel-on-Substrate)', a panel-based packaging, for commercialization [1]!
| Technology | Expected Schedule | Key Points |
|---|---|---|
| CoPoS | Test production in 2027, Mass production H2 2028 | Standardizing 310×310mm panel size [1] |
| Glass Substrate | Commercialization expected after 2030 | Needs to solve technical hurdles like micro-cracks [1] |
Although glass substrate adoption is pushed beyond 2030, efforts to secure yield continue. In particular, they are genuinely collaborating with South Korean inspection equipment company 'TechValley' for TGV (Through-Glass Via) X-ray inspection technology [2]. TSMC exceptionally sent glass substrate samples to an external company, TechValley, betting everything on reducing inspection time for mass production [2]. Plus, signing a 10-year long-term partnership with Amkor to build an advanced packaging hub in Arizona, US, shows their global ecosystem expansion is totally insane [5].
🎯 Perfect Pricing Policy & Risk Checklist
But wait, we can't just be happy; there are issues we need to look at cool-headedly.
- Customer-First Pricing Policy: Despite the foundry supply shortage, they decided not to hike unit prices every quarter like memory semiconductor companies. It's a perfect strategy to stick to a conservative annual price increase policy to maintain long-term customer trust rather than short-term profits [4].
- Internal Dissatisfaction Issue: The performance bonus controversy sparked at Samsung Electronics has crossed borders into TSMC in Taiwan, spreading a backlash against the compensation system among employees [6]. Defending against brain drain will be crucial.
- Competitors in Hot Pursuit: Eternal rival Intel officially announced entering the initial production phase of the 18A-P process node, reigniting the market share competition in advanced micro-process foundries, which is definitely something to be nervous about [7].
Alright, the market situation is complexly intertwined, but don't forget our principle! NO ALL-IN BUY, NO ALL-IN SELL, ACT ONLY WHEN SUPPORT BREAKS. Let's trade while carefully watching the numbers to see if the $425 support line is well defended or if it clearly breaks through the $430 box top. You know Danggeun rejects even the best stories if the numbers don't add up, right? I'll be back next week with accurate data and fun analysis! Bye! 🥕✨
📰 Reference News (5)
TSMC Chooses CoPoS for Next-Gen Packaging... Glass Substrates After 2030 - v.daum.net
v.daum.net · 2026.06.17
📰 View original
'Let's Collaborate on Glass Substrates': TSMC Seeks Out Inspection Tech Firm 'TechValley' - ETNews
전자신문 · 2026.06.17
📰 View original
TSM at $426: Bubble Territory or a Buy for the Next AI Supercycle? - TradingView
TradingView · 2026.06.17
📰 View original
TSMC Differentiates Foundry Pricing from Memory, Avoids Quarterly Price Hikes - Business Post
비즈니스포스트 · 2026.06.17
📰 View originalAmkor Hits All-Time High ① Signs 10-Year Contract with TSMC - Naver Premium Contents
네이버 프리미엄콘텐츠 · 2026.06.17
📰 View original📺 Reference Videos (2)
Protests Citing Samsung's Case? Unusual Atmosphere Spreading at TSMC / KNN
▶KNN NEWS·2026.06.17
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