Taiwan Semiconductor Manufacturing Company (TSMC) will raise prices for its 3-nanometer manufacturing process by 15% in the second half of 2026. The chipmaker may implement an additional price increase of up to 10% in 2027. This decision addresses a supply-demand imbalance driven by massive requirements for artificial intelligence hardware.
TSMC maintains a dominant 70% share of the global foundry market. The price adjustments will impact major customers including Apple, NVIDIA, and AMD. These companies rely on 3nm technology for their upcoming CPUs, GPUs, and AI accelerators.
TSM shares climbed 5% in pre-market trading following the news. Investors signaled confidence in the company’s pricing power and the sustained profitability of the AI sector.