Taiwan Semiconductor Manufacturing Co. plans to raise wafer foundry prices by 3% to 6% starting January 2027.
Advanced 2nm and 3nm nodes will face the most significant price increases. Surging AI data center demand has extended the company's order visibility through 2030.
TSMC will negotiate price adjustments for mature and specialty processes on a case-by-case basis. High demand for AI components has pushed 8-inch fab utilization beyond 100% capacity.
The company's U.S.-listed shares declined in pre-market trading following the report. Investors expressed concern regarding the impact of higher costs on customer demand elasticity.