TSMC notified customers of price increases for mature node processes starting January 2027. This adjustment marks the first price hike for legacy manufacturing technologies in over three years.
Planned increases will remain in the single-digit percentage range. TSMC will finalize specific pricing during the fourth quarter of 2026.
Surging AI demand for power management ICs drives the requirement for older manufacturing nodes. Analysts expect the move to strengthen pricing power for TSMC, UMC, and GlobalFoundries. The decision follows similar price adjustments already implemented by competing foundries.