TSMC plans to increase prices for its 3-nanometer process technology by up to 15% in the second half of 2026. The company is also considering an additional price hike of up to 10% for 2027. These decisions reflect rising operational costs and the company's dominant market position.
Surging demand for artificial intelligence applications from Nvidia, Google, and AWS drives the price adjustments. TSMC’s 3nm production capacity remains fully utilized, with supply shortages expected to persist.
TSM shares rose as much as 5% in pre-market trading following the announcement.