Taiwan Semiconductor Manufacturing Co. (TSMC) notified clients of upcoming price increases for advanced chip nodes. The adjustments take effect starting January 1, 2026.
The company expects price hikes to range from 3% to 10%. TSMC attributes the increases to soaring demand and tight capacity for sub-3nm chips, driven by the artificial intelligence boom. These price adjustments are planned to continue annually through 2029.
The market reacted with optimism. TSMC shares reached a record high on the Taiwan Stock Exchange, rising 1.32% to close at a new peak.
Analysts anticipate the move will bolster sales growth into the new year. New product launches from major clients, including NVIDIA and AMD, sustain the strong demand outlook.