Movement Alert|Taiwan Semiconductor Manufacturing Rises 3.05% in Pre-Market Trading, Kumamoto Wafer Fab Fully Resumes Production Eliminating Supply Uncertainty

Market Focus
08/04

On August 4, Taiwan Semiconductor Manufacturing rose 3.05% in pre-market trading, trading at $418.5/share, with turnover of approximately $52.23 million.

On the news front, Taiwan Semiconductor Manufacturing confirmed that its Kumamoto-based wafer fab JASM has fully resumed normal production following the July 28 magnitude 7.1 earthquake in Kumamoto that forced a precautionary shutdown for inspection and calibration. Market participants had previously flagged uncertainty over the recovery timeline, with analysts noting potential disruptions to automotive chips and image sensor delivery schedules. The company also announced a donation of 250 million yen for earthquake relief efforts.

Multiple positive fundamental catalysts are also supporting the stock. The company's 3nm capacity ramp is exceeding expectations, with its monthly target of 180,000 wafers potentially being achieved ahead of schedule. Additionally, the company is developing an EMIB-like advanced packaging technology to complement its dominant CoWoS platform, which drove an 7.6% rally on July 30 when the development was first reported.

(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.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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