TSMC plans to increase wafer foundry prices by 3% to 6% starting January 2027. Advanced manufacturing processes will see steeper price hikes. Order visibility for the company now extends to 2030 due to persistent AI sector demand and tightening capacity.
The board approved $29.4 billion in capital appropriations for large-scale manufacturing expansion. These funds will support advanced technology capacity, advanced packaging development, and real estate assets. Despite the expansion plans, TSMC shares closed down 1% in Taiwan amid a broader pre-holiday market sell-off.