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“TSMC runs the only factory AI can't do without, N3 demand is already at 110-120% of available capacity, but it hasn't raised prices to match the scarcity, a gap that closes in its favor.”
Source
SemiAnalysisX“Our recent AI Value Capture piece tries to answe…”span
“N3 utilization expected to exceed 100% in the second half of 2026”
Performance
Entry$424.61
Current$420.39
Since call-0.99%
Confidence72%
How this was scored
Entry$424.61Jul 14, 2026 · 14:02 UTC · paste.trade
Current$420.39Jul 15, 2026 · 11:46 UTC · Finnhub
Horizonsecond half of 2026parsed as H2-2026
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.