Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly planning a multi-year price increase for its advanced chip processes. According to industry sources, the company has been notifying customers about a four-year consecutive price hike of 3-5% annually for processes below 5 nanometers, which is set to begin in January 2026. This long-term pricing strategy is unusual for the company and is attributed to the incredibly strong demand from the artificial intelligence (AI) and high-performance computing (HPC) sectors. This move underscores TSMC's dominant position in the market for cutting-edge semiconductors and its pricing power. While the company has officially stated that it does not comment on market rumors or pricing issues, it reiterated that its pricing is strategy-driven rather than opportunistic. The planned increases are seen as a way for TSMC to manage the high demand and the significant investment required for developing future process nodes.
TSMC Reportedly Plans Four-Year Price Hike for Advanced Chips Starting in 2026
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