--- title: "Understanding the Market | Chip stocks surged in the afternoon as TSMC faces capacity shortages and orders are shifting; the company stated that it does not rule out future price increases" type: "News" locale: "en" url: "https://longbridge.com/en/news/290146591.md" description: "Chip stocks rose sharply in the afternoon. As of the time of publication, ILUVATAR COREX was up 12.4%, trading at HKD 584.5; HUA HONG GRACE was up 9.36%, trading at HKD 174; GIGADEVICE was up 8.3%, trading at HKD 913.5; and SMIC was up 2.84%, trading at HKD 77.9. On the news front, on June 10, TSMC CFO Jensen Huang stated that inflation has driven up operating costs, and the company does not rule out future price increases, but will not see a \"four to five times\" surge. Additionally, according to reports from Caixin, insiders revealed that due to the demand for artificial intelligence infrastructure far exceeding TSMC's advanced chip manufacturing capacity, Samsung Electronics is receiving an increasing number of chip foundry orders from global clients such as Google, AMD, and Tesla. Huatai Securities released a research report stating that under the background of self-controllable essential needs and the upward shift of bargaining power, domestic AI chip companies still possess the ability to pass on costs, and profit elasticity is expected to be reflected under scale advantages, with opportunities for simultaneous volume and price increases. Potential catalysts for the domestic computing power sector include: the release of new generation products and testing adaptation results; and the implementation of price increases, among others" datetime: "2026-06-18T05:48:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290146591.md) - [en](https://longbridge.com/en/news/290146591.md) - [zh-HK](https://longbridge.com/zh-HK/news/290146591.md) --- # Understanding the Market | Chip stocks surged in the afternoon as TSMC faces capacity shortages and orders are shifting; the company stated that it does not rule out future price increases According to the Zhitong Finance APP, chip stocks rose rapidly in the afternoon. As of the time of publication, TianShuZhiXin (09903) rose by 12.4%, trading at HKD 584.5; Hua Hong Grace (01347) rose by 9.36%, trading at HKD 174; GIGADEVICE (03986) rose by 8.3%, trading at HKD 913.5; SMIC (00981) rose by 2.84%, trading at HKD 77.9. In terms of news, on June 10, TSMC CFO Jensen Huang stated that inflation has driven up operating costs, and the company does not rule out future price increases, but it will not be a "four to five times" surge. Additionally, according to a report from Caixin, informed sources revealed that due to the demand for artificial intelligence infrastructure far exceeding TSMC's advanced chip manufacturing capacity, Samsung Electronics is receiving an increasing number of chip foundry orders from global customers such as Google, AMD, and Tesla. Huatai Securities released a research report stating that under the background of the need for self-control and the upward shift of bargaining power, domestic AI chip companies still possess the ability to pass on costs, and profit elasticity is expected to be reflected under scale advantages, with opportunities for simultaneous increases in volume and price. 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