TSMC intends to increase manufacturing prices for mature-process chips by a single-digit percentage in the fourth quarter, with new pricing effective January 2027. This move, citing multiple unnamed chip design houses, is driven by the AI boom extending demand to chips like power management ICs (PMIC) beyond just advanced nodes.
AI demand is now tightening supply for mature-node chips like PMICs, increasing costs for a broader range of electronics beyond just cutting-edge AI accelerators.