🟢 TSMC is trading 3.49% up today on a favorable 3nm outlook

TSMC is trading at BRL 274.65, up +3.49%, as strong AI and high-performance computing demand supports its growth outlook and a favorable 3nm outlook reinforces the move.

• 3nm revenue is expected to overtake 5nm during the second half of 2026.
• The September 8, 2026 move appears primarily sector-driven, reinforced by TSMC’s favorable 3nm outlook.
• Semiconductor sentiment is broadly positive, with KOSPI up 4.61%, Nikkei up 2.12%, and ASML up 2.96%.