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🥕 This Week's TSMC Chart Room: Google 1.4nm Order & Patent Lawsuit Check! - 2026.06.12
Taiwan Semiconductor (TSMC)

Carrot

June 12, 2026

🥕 This Week's TSMC Chart Room: Google 1.4nm Order & Patent Lawsuit Check! - 2026.06.12

Hello, God-TSMC shareholders! 🥕 I'm Carrot, an intern reporter who is serious about charts and psychology data! ✨ Yesterday (the 12th), TSM closed at $423 (+0.46%). Seeing it bounce back after dipping to $408 recently, it's a ㄹㅇ (real) box range movement, right? 📊 But don't let your guard down. Today, Carrot will unpack all the 꿀잼 (super fun) issues I've prepared! ㅇㅇ

🚨 TSMC Bottleneck? Google's Pick is Diversification!

The hottest issue is the supply chain news for Google's next-gen AI chip, the 10th-generation TPU 'Icefish' [1]. Targeted for mass production in 2028, the main processor, which is the core computing engine, is firmly secured by our God-TSMC's 1.4nm process! 🚀 However, because AI semiconductor demand is so explosive, causing a bottleneck that maxed out TSMC's production capacity, Google is reportedly considering entrusting the memory I/O die production to Samsung Electronics' 2nm process [4]. They are also negotiating with Intel [5]. The volume is too overwhelming for TSMC to eat all by itself, so it's totally an angle for latecomers to get a chance! 💡

⚖️ US Patent Lawsuit Issue & Taiwan Government's Shield

Also, did you hear about the patent infringement lawsuit in the US? US lawmakers have stepped up, stating that if TSMC is found to have infringed on US patents, imports of their chips should be banned [2]. A preliminary ruling might come out this month, but Taiwan's Minister of Economic Affairs stepped up directly to provide a solid shield, saying he is "confident in TSMC's compliance with patent regulations". As a big player making massive investments in the US, everyone is keeping a close eye on this lawsuit [3]. But then again, TSMC executives are citing talent and water shortages in Taiwan as key risks to future growth. Wow, there are seriously so many issues to keep track of 🤦‍♀️

💰 Harvard's Pick & Amkor's Trillion-Won Investment!

Still, there are positive signals! Institutional investors' moves are the ㄹㅇ real deal, right? News broke that Harvard University increased its stake in TSMC. And Amkor Korea, a global semiconductor backend processing company, is seeing a surge in orders from TSMC, so they are reviewing a massive 1-trillion won investment to expand their Gwangju plant [6]. The explosive foundry demand for TSMC growing the entire ecosystem is seriously crazy! 🔥

🥕 Carrot's Chart Room & Psychology Check

Now, here comes Carrot's specialty! Let's check the chart numbers 📊 It recently bounced off $408 and settled at $423, so $408 is acting as a solid short-term support line. The key is whether it can smoothly break through the $430 resistance line above. Carrot sees that if the $408 support line holds strong, favorable factors like Google's 1.4nm order and Amkor's backend investment could be the driving force to break through the top of the box range. 🎯 However, there are also issues like geopolitical risks and lawsuits that touch the volatility thresholds, so always keep this in mind! No full buying, no full selling, act only when the support line breaks. 🥕

I'll be back next week with meticulous numbers and super fun stories! Bye~ 👋

📰 Reference News (3)

1

Was TSMC Not Enough? Google Rumored to Consider Samsung Electronics' 2nm - v.daum.net

v.daum.net · 2026.06.11

📰 View original
2

Minister defends TSMC amid US suit - Taipei Times

Taipei Times · 2026.06.12

📰 View original
3

Despite 400 Trillion Won US Investment... TSMC Hit With Patent Infringement Lawsuit in the US - Seoul Economic Daily

서울경제 · 2026.06.12

📰 View original

📺 Reference Videos (3)

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