On July 3rd, TSM.US rose 3.64% to $182.1 with a market cap of over $940 billion. Morgan Stanley published research reports that Apple may use TSMC's advanced stacking SoIC-X packaging technology in its upcoming M5 series chips for AI servers. Apple is expected to achieve mass production of M5 chips in the second half of next year, and TSMC is expected to significantly expand its SoIC capacity next year. In addition, sources revealed that TSMC plans to raise the price of its 3/5-nanometer process technology from January 1, 2025, while the prices of other processes will remain unchanged. TSMC plans to raise AI product prices for 3/5-nanometer process by 5% to 10%, while non-AI product prices will rise by 0% to 5%.
美股异动丨台积电涨超3%，市值超9400亿美元
US stock market abnormal movement: Taiwan Semiconductor increased by more than 3%, with a market cap of more than 940 billion US dollars.
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