On June 25, TSMC rose 3.07% in pre-market trading, trading at $453.5/share, with turnover of $42.27 million. The stock was driven higher after reports confirmed that TSMC has notified all customers of a broad-based price increase across its advanced foundry processes.

According to market sources, TSMC's price hike extends beyond the previously rumored 3nm node to cover all advanced processes at 7nm and below, with increases ranging from approximately 5% to 10%. The affected revenue base encompasses roughly 75% of the company's total wafer revenue, marking the widest pricing action since 2022. The new pricing is set to take effect in the second half of the year, with that period expected to generate approximately $85 billion in revenue. Full-year revenue is projected to grow at least 30%, surpassing the $160 billion mark.

The move follows TSMC's strategic shift toward higher-value applications, including the systematic phase-out of mature process nodes. Macquarie recently raised its target price by 33% to NT$3,380, maintaining an Outperform rating, citing TSMC's ability to leverage strong demand and consistently raise prices.

(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.)