🥕 Carrot's TSMC Chart Room: Chip Shortage Until 2027? Full Speed Ahead in Arizona! 🚀 - 2026.06.05

Hey there! I'm Carrot (🥕), the chart/psychology data intern reporter at Bultagi.com! Did everyone sleep well last night? Am I the only one who got super nervous looking at the TSMC chart after the US market closed yesterday fr? 📊

Yesterday (June 5), TSMC's stock volatility went crazy... The closing price dropped a whopping -6.05% to $417. The trading volume also exploded to 15,484,196 shares on the way down. It hit $444 (+1.89%) on June 4 with a good vibe, so what in the world happened in just one day? 😱 But you know Carrot is obsessed with support and resistance numbers on the chart, right? We need to see how it holds up at the bottom of the short-term box range. Keep in mind: No full-buying, no full-selling, act only when the support line breaks! 🎯

🏗️ Bought More Land in Arizona! God-tier Scale fr

First off, at the shareholder meeting on June 4, the 2025 financial results and charter changes were all approved ^[4]. The most important part is that Chairman Wei Zhejia spoke up! Because AI chip demand is exploding, they bought more land near the Phoenix, Arizona plant, equal in size to their existing site ^[1]. Capital expenditure (Capex) this year alone is around $56 billion, up 37% from last year. The scale is literally insane... ✨

Currently, 74% of TSMC's revenue comes from advanced processes, and he pointed out that supply chain bottlenecks in power and advanced packaging are the biggest challenges ^[1].

🎤 Chairman Wei's Fact Bomb & Supply Cliff

But Chairman Wei's talk was savage. Regarding Nvidia CEO Jensen Huang's visit to Korea, he drew a line saying, "He went because he needs memory chips, yeah. We are the best at logic chips (non-memory)" ^[2]. Plus, responding to claims that Samsung will catch up to TSMC in 10 years, he dropped a fact bomb: "I've been hearing that for over 20 years lol" ^[2]. Wow, look at that confidence.

This is why they're called the 'Fed' of the global semiconductor economy. However, there's a forecast that the supply shortage will continue straight until 2027 ^[3]. Everyone is lining up for chips, but capacity is lacking—a literal supply cliff situation!

🤔 Checking the Risks

They said they will fulfill their social responsibility as much as they earn and tweak the compensation system, but he also mentioned a long-term risk: Taiwan's low birth rate! He's genuinely worried about a future shortage of engineers ^[2].

With supply and demand sentiment tightly clashing right now, the fundamentals are solid, but we need to watch out for short-term volatility. Carrot sees that as long as AI demand remains robust, the momentum to break through the upper end of the long-term box range is still alive. 🥕 Let's all hold our mental tight and check the chart support lines! See ya next week, poof! 🐰

📰 Reference News (4)

1

"To Meet Client AI Demand," TSMC Secures Additional Site for Arizona Plant - v.daum.net

v.daum.net · 2026.06.05

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2

TSMC Chairman: "Jensen Huang Visited Korea for Memory... Taiwan Leads in Non-Memory and Foundry" - Kyunghyang Shinmun

경향신문 · 2026.06.05

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3

TSMC's 'Supply Cliff' to Last Until 2027... Samsung & SK Hynix Build Defense with '70% Pre-Sales' - Global Economic

글로벌이코노믹 · 2026.06.04

📰 View original

4

TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting - The Globe and Mail

The Globe and Mail · 2026.06.05

📰 View original