Sept 1 – Per Taiwan’s Digitimes, TSMC is considering a 5%-10% price hike for all its high-end processes in 2026—aimed at offsetting cost pressures from U.S. tariffs, exchange rate fluctuations, and supply chain prices.
Reportedly, TSMC has notified its foundry partners of the 2026 price plan, covering high-end nodes including 5nm/4nm, 3nm, and 2nm. This move means TSMC’s two major high-end process clients—NVIDIA and Apple—will face higher chip foundry costs.
Previously, when asked if TSMC would raise prices to ease current challenges, TSMC Chairman C.C. Wei joked: “What I think in my heart, I can’t say with my mouth.”
Meanwhile, TSMC continues advancing cutting-edge process R&D. Per an Aug 28 Economic Daily News report, TSMC plans to build a new 1.4nm advanced process plant (groundbreaking in October) with a total investment of NT$1.2T–1.5T (approx. RMB279.64B–349.55B). The first two facilities are slated for mass production in 2028, with potential upgrades to 1nm later.
ICgoodFind: TSMC’s price hike consideration will undoubtedly stir the semiconductor industry; we’ll track updates closely.
