<div id="readability-page-1"><figure></figure> <p>Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still cannot fully meet strong customer demand and order backlogs, according to supply chain sources. Industry insiders said TSMC is planning another price increase for 3nm foundry services in the second half of 2026, with hikes of up to 15%.</p>    <p>The Fab 18 complex in the Southern Taiwan Science Park remains TSMC’s primary production base for 3nm process technology. AI-driven demand is growing far faster than expected, and even with aggressive capacity expansion, supply gaps persist. The shortage of advanced process capacity has become one of the most prominent bottlenecks in the semiconductor supply chain today. [Icsmart, in Chinese]</p></div>

After a week-long rout, AI chip stocks staged a sharp single-day rebound — the Philadelphia Semiconductor Index (SOX) surged ~8%, with SanDisk (SNDK) +14.5%, Micron (MU) +11.7%, Marvell (MRVL) +11%, and Intel (INTC) +9%, recovering nearly all weekly losses. The dual catalysts: US-Iran nearing a deal drove oil prices lower, while TSMC's reported plans to raise advanced-node pricing by up to 15% reaffirmed persistently tight AI capacity. But a single-day violent bounce cuts both ways — it could be a golden dip-buying opportunity, or a textbook dead cat bounce ahead of another leg down. Is this the real bottom, or a bull trap?

<p>After a week-long rout, AI chip stocks staged a sharp single-day rebound — the Philadelphia Semiconductor Index (SOX) surged ~8%, with SanDisk (SNDK) +14.5%, Micron (MU) +11.7%, Marvell (MRVL) +11%, and Intel (INTC) +9%, recovering nearly all weekly losses. The dual catalysts: US-Iran nearing a deal drove oil prices lower, while TSMC's reported plans to raise advanced-node pricing by up to 15% reaffirmed persistently tight AI capacity. But a single-day violent bounce cuts both ways — it could be a golden dip-buying opportunity, or a textbook dead cat bounce ahead of another leg down. Is this the real bottom, or a bull trap?</p>

Chips Bounce 8% In A Day: Dip Or Dead Cat?

TSMU

TSMG

<p>TSMC's 3nm capacity remains constrained despite Q2 ramp-up to 160,000–175,000 wafers, failing to meet surging AI-driven demand. Supply chain sources indicate TSMC plans a price hike of up to 15% for 3nm foundry services in H2 2026 due to persistent order backlogs and supply gaps.</p>

- TSMC has increased its 3nm monthly capacity to 160,000–175,000 wafers but still cannot meet high customer demand and backlog.  
- The company plans to raise prices for 3nm foundry services by up to 15% in the second half of 2026, as demand driven by AI technology continues to outpace expectations.  
- The shortage of advanced process capacity remains a significant bottleneck in the semiconductor supply chain.

TechNode

Taiwan Semiconductor

GraniteShares 2x Long TSM Daily ETF

Leverage Shares 2X Long TSM Daily ETF

Direxion Daily TSM Bull 2X Shares

Direxion Daily TSM Bear 1X Shares

Defiance Daily Target 2X Short TSM ETF

GraniteShares YieldBOOST TSM ETF

YieldMax TSM Option Inc Strat ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

TSMC 3nm capacity still tight, prices seen rising 15% in second half of 2026