Movement Alert｜Taiwan Semiconductor Manufacturing Rises 3.02% in Regular Trading, Kumamoto Fab Fully Resumes Production While 1.4nm Plant Progress Runs Ahead of Schedule

On August 4, Taiwan Semiconductor Manufacturing rose 3.02% in regular trading, trading at $418.35/share, with turnover of $33.21 billion.

On the news front, the company confirmed that its Japan Kumamoto wafer fab JASM has fully resumed normal production following the July 28 magnitude 7.1 earthquake in Kumamoto that forced precautionary shutdowns for inspection. The resumption eliminates supply-side uncertainty that had weighed on market sentiment, as analysts had previously flagged an unclear recovery timeline. The company also announced a donation of 250 million yen for earthquake relief efforts.

Simultaneously, the company's total $49 billion investment in its 1.4nm wafer fab, codenamed Fab 25, is progressing ahead of the original timeline, with the first building expected to be completed before April next year and trial production potentially beginning as early as Q3. Samsung's decision to delay its 1.4nm mass production from 2027 to 2029 further reinforces Taiwan Semiconductor Manufacturing's market dominance at the leading edge. Additionally, the company's 3nm capacity ramp is exceeding expectations, with the monthly 180,000-wafer target likely to be achieved ahead of schedule.

(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.)