TSMC VP Sells $14 M Shares as Huawei Eyes 1.4 nm Chips by 2031
TSM•TSMC VP Tzu-Sou Chuang sold 200,000 shares at $69.83 each for $13.96 million, trimming his stake by 7.4% while VP Bor-Zen Tien purchased 2,000 shares at $69.91 for $139,810. Huawei plans 1.4 nm chip production by 2031, potentially narrowing TSMC’s three-year technological lead.
1. Insider Transactions
Taiwan Semiconductor VP Tzu-Sou Chuang divested 200,000 shares on the open market at $69.83 each, generating roughly $13.96 million and reducing his direct holding by 7.4% to 2.49 million shares. In a separate SEC filing, VP Bor-Zen Tien acquired 2,000 shares at $69.91 apiece for about $139,810, boosting his stake to 11,346 shares.
2. Huawei’s 1.4 nm Chip Roadmap
Huawei announced it aims to start producing 1.4 nm chips by 2031 using its LogicFolding technology, three years after TSMC’s planned 2028 mass production date. If scaled successfully, this could challenge the view that ASML’s EUV lithography is essential for leading-edge nodes and compress TSMC’s technology lead.
