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BackSun Semiconductor benefited from TSMC's 2nm production expansion, and its stock price rose by more than half a day in early trading.
Sun Semiconductor benefited from TSMC's 2nm production expansion, and its stock price rose by more than half a day in early trading.
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自由时报55 minutes agoBusiness1 min readChinaView original

Sun Semiconductor benefited from TSMC's 2nm production expansion, and its stock price rose by more than half a day in early trading.

Sun SemiconductorTSMC2nm

Quick Look

  • Cai Xingchuan, general manager of Sun Semiconductor, pointed out that benefiting from TSMC's 2-nanometer and 3-nanometer expansion targets, the demand for recycled wafers will increase simultaneously.
  • The stock price opened lower this morning and rose by more than half a stop.
  • As of 11:18 a.m., it was temporarily trading at 270 yuan, an increase of 4.65%.

AI-generated summary

Why It Matters

TSMC announced that its 2-nanometer production capacity will increase from 90,000 wafers at the end of this year to 110,000 wafers next year, and its 3-nanometer production capacity will expand from more than 180,000 wafers to 210,000 wafers, driving up demand for downstream recycled wafers.

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Cai Xingchuan, general manager of Sun Semiconductor. (File photo)

[Reporter Lin Yiru/Taipei Report] Recycled wafer factory Sun Semiconductor (8028) has benefited from the incentives of TSMC's 2nm production expansion, which is expected to boost the demand for recycled wafers and the stock price opened today (24th). It went lower and higher. It turned red and rose strongly in early trading. It once rose by more than half the limit and stood at 272.5 yuan. As of 11:18 a.m., it was temporarily trading at 270 yuan, an increase of 4.65%, with a trading volume of 7,242 contracts.

Observing the trends of the three major legal persons, foreign investors sold more than 2,019 contracts yesterday, which was the third consecutive trading day, selling more than 8,600 contracts. The self-operated traders also stood on the seller side yesterday, selling more than 43 contracts, and the three major legal entities sold a total of 2,061 contracts yesterday.

Please read on...

TSMC has announced its latest 2-nanometer and 3-nanometer production expansion targets for next year. 2-nanometer production will increase from 90,000 pieces by the end of this year to 110,000 pieces by the middle of next year, and 3-nanometer production will increase from more than 180,000 pieces by the end of this year to 210,000 pieces by the middle of next year. As the manufacturing process shrinks, the demand for recycled wafers will also increase rapidly, and legal persons are optimistic that this will help boost Sun Semiconductor's performance.

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What to Watch

AI outlook — possibilities, not facts

  • Sun Semiconductor will benefit from TSMC’s advanced process expansion, and the growth in demand for recycled wafers will drive its operating capabilities to increase.

    Likely · Within months

Open Questions

  • Can Sun Semiconductor successfully expand market share to capture demand growth?
  • Will TSMC’s production expansion be realized as scheduled?
  • Does the recycled wafer supply chain have sufficient production capacity to cope with rising demand?

Related Topics

Sun Semiconductor
PeopleCai Xingchuan
OrganizationsTSMC
PlacesTaipei
TopicsTSMC2nm3nmrecycled waferCai Xingchuanstock price
This article was originally published by 自由时报.

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