tsmc rides positive wave: stock jumps 3.32%
Hsinchu, Monday, 23 June 2025.
technical analysis points to a bright outlook for tsmc, the semiconductor giant. the company’s stock price experienced a notable surge, climbing 3.32% amid a challenging global chip market. investors are optimistic as tsmc navigates geopolitical tensions and maintains its strong market position. the potential for growth remains a key factor for portfolio managers and financial analysts closely monitoring the semiconductor industry. the question remains, can tsmc sustain this momentum?
geopolitical headwinds
However, TSMC faces potential challenges. The U.S. is considering revoking exemptions on chip technology for China, which could impact TSMC’s operations [4]. These restrictions aim to limit China’s ability to produce advanced semiconductors, citing national security concerns [6]. Industry analysts suggest that these restrictions create significant operational challenges for TSMC in China [4]. If the U.S. revokes the VEU authorization, TSMC’s existing production lines in China could be affected, limiting technology upgrades and capacity expansion [7].
market reaction and expert opinions
News of potential U.S. actions has already affected TSMC’s stock. TSMC’s American Depositary Receipt (ADR) shares fell over 2% in response to reports of the U.S. considering revoking export exemptions for TSMC’s chip factories in China [6]. Some analysts believe the U.S. is using these restrictions as leverage in trade negotiations with China [7]. However, experts like Zhang Fan suggest that Beijing is unlikely to make concessions on issues like rare earth exports without understanding the U.S.’s true intentions [7].
manufacturing capacity and expansion
Despite geopolitical pressures, TSMC continues to invest and expand. SoftBank’s Masayoshi Son plans to partner with TSMC to invest $1 trillion in the U.S. to build an AI and robotics industrial park in Arizona [4][6]. This indicates confidence in TSMC’s market leadership and future growth potential. Apple will also use TSMC’s advanced WMCM and SOIC packaging in its A20 and server chips [4]. These expansions and partnerships could offset some of the risks associated with geopolitical tensions.
stock performance and technical indicators
On the Taiwan stock exchange, TSMC’s stock (2330.TW) closed at 1020, a decrease of -3.32% [1][5]. Technical analysis incorporates various indicators, including MA, KD, RSI, and MACD, to help investors assess stock trends and devise trading strategies [1]. The stock opened at 1025, reached a high of 1030, and a low of 1015, with an average price of 1022.31 [5]. Recent trading data shows significant trading volume, with 32,029 total lots traded [5].