Movement Alert|TSMC Rises 3.08% in Pre-Market Trading, 2nm Mass Production Milestone Validates AI Growth Cycle

Market Focus05-27 18:32

On May 27, TSMC rose 3.08% in pre-market trading, trading at $424.62/share, with trading volume of $34.77 million. The move comes amid a series of catalysts confirming TSMC's 2nm (N2) process has entered mass production, reinforcing its dominant position in the AI chip manufacturing era.

AMD officially announced that its sixth-generation EPYC processor Venice, the world's first high-performance computing CPU built on TSMC's N2 process, has entered production ramp. TSMC's N2 is its first node using Gate-All-Around (GAA) nanosheet transistors, delivering 15% higher performance at the same power and 24%-35% lower power at the same performance versus 3nm. AMD simultaneously committed over $10 billion in investment in Taiwan's advanced packaging ecosystem to support AI chip demand.

TSMC's Q1 revenue reached $35.9 billion (up 35.1% YoY), with HPC surpassing 61% of total revenue as NVIDIA overtook Apple as its largest customer. The company's gross margin hit a record 66.2%, driven by advanced node pricing power. Full-year net profit is projected at $78-83 billion, up 41-50% YoY, as AI infrastructure spending continues to accelerate demand for leading-edge capacity.

(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.)

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