Taiwan Semiconductor Manufacturing Co (TSMC) is preparing to raise prices for its chip production services by as much as 10% in 2027, covering both advanced and mature process nodes.
The move, reported by Nikkei Asia citing multiple sources, marks a significant shift in pricing power for the industry’s dominant foundry.
The price hike underscores the persistent imbalance between supply and demand in the semiconductor sector.
TSMC has previously raised its full-year revenue forecast and capital expenditure guidance, driven by relentless demand for artificial intelligence chips that continues to outstrip available capacity.
By extending price increases to mature nodes alongside advanced logic, the foundry signals that capacity constraints are broad-based rather than limited to cutting-edge AI accelerators.
For investors, the development reinforces the structural tailwinds supporting TSMC’s margins.