---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37251786.md"
description: "TSMC's market performance has stabilized over the past two days, with a 3% rise largely reflecting "psychological expectations being realized."Morgan Stanley predicts a gross margin of 60%+, indicating sustained demand for high-end AI chips.The computing power investment cycle persists, and TSMC remains the most direct beneficiary.Unlike short-term concept speculation, this wave is backed by solid industrial logic."
datetime: "2025-12-19T02:11:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37251786.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37251786.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37251786.md)
author: "[邦娜娜涨](https://longbridge.com/en/profiles/7200311.md)"
---

# TSMC's market performance has stabilized over the …


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## Comments (7)

- **翡翠万贯地张无忌 · 2025-12-19T03:44:10.000Z**: TSMC is increasingly seen as a 'scarce asset', with shortages in advanced manufacturing processes and high long-term value certainty.
- **JamesCHEN · 2025-12-19T03:43:17.000Z**: Is AI-driven growth limited to high-end wafers?
- **右侧交易赚钱 · 2025-12-19T03:42:50.000Z**: Will the stock price be manipulated by big capital?
  - **星辰大海的边界** (2025-12-19T03:43:05.000Z): Big capital moves are generally steady, retail investors should just follow the rhythm
- **北郭村的北郭先生 · 2025-12-19T02:12:39.000Z**: Is it risky to chase TSMC now?
  - **邦娜娜涨** (2025-12-19T03:43:42.000Z): Risks are fluctuating, but the logical support is not bad, suitable for swing trading
- **成长与价值起飞 · 2025-12-19T02:12:17.000Z**: Is the N3/N4 production capacity sufficient?