TSMC's Taiwan stock hits a new high! Morgan Stanley: Under the "scarcity marketing" strategy, there will be a shortage of high-end foundry services by 2025

Wallstreetcn
2024.07.08 08:30
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Analysts expect Taiwan Semiconductor to raise its full-year sales forecast in the financial report to be released next week. Taiwan Semiconductor is sending a message that there may be a shortage of high-end wafer foundry supply in 2025, and customers may not receive sufficient capacity allocation if they do not accept the company's pricing