← dnystedtTrade on Hyperliquid →
in postLONG
“TSMC is raising prices 5% - 10% on all leading-edge 7nm and below chip manufacturing processes (N7/5/4/3/2 etc.), which account for ~75% of TSMC's total revenue”
@dnystedt
TSMC 5-10% price hike across all advanced nodes (75% of revenue) lands a direct gross margin boost of 2%+ in H2 2026
TSMLONG@ $451.98
$396.88-12.19%
since call Jun 24
TIMESTAMPS
in post