Taiwan Semiconductor Manufacturing Co. (TSMC) is considering raising prices for its chip production services. CEO C.C. Wei confirmed the company is discussing potential increases with major customers like NVIDIA.
Wei stated that TSMC aims to avoid abrupt or volatile price hikes despite surging demand. The potential increase is driven by a market where demand for advanced chips and packaging far exceeds supply.
TSMC expects its critical CoWoS advanced packaging capacity to remain insufficient for several years. This persistent supply-demand imbalance provides the company with significant pricing power as the AI sector expands.