Movement Alert｜TSMC Rises 3.1% in Regular Trading, Morgan Stanley Raises Target Price by 12% to NT$2888

Market Focus06-30 22:30

On June 30, TSMC rose 3.1% in regular trading, trading at $469.2/share, with turnover of $16.09 billion. The stock gained momentum as Morgan Stanley raised its target price by 12% to NT$2,888, citing improved revenue and pricing outlook.

On the fundamental side, TSMC has notified customers of a 5% to 10% price increase across all advanced nodes at 7nm and below, as AI demand continues to crowd out high-end capacity. Production lines at 5/4nm and below are running at full utilization for the full year, with orders booked into next year. The broader semiconductor sector also showed strength, with the Philadelphia Semiconductor Index rising over 2%, and peers including AMD, ASML, ARM, and Marvell Technology posting gains exceeding 2%.

Market expects TSMC to report Q2 earnings on July 16, with consensus EPS estimated at approximately $3.80 and total revenue projected at $40.06 billion. Notably, UBS also raised its target price to NT$3,400 on June 29, maintaining a Buy rating and forecasting a new round of price hikes in early next year.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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