TSMC intends to increase foundry prices by 5% to 10% from early 2027, with mature-node processes like 12nm, 16nm, and 28nm potentially seeing up to a 10% rise. These increases are driven by higher material, equipment, and overseas fab construction costs, coupled with growing demand for advanced chips, particularly from AI and high-performance computing.
TSMC's price increase reflects persistent demand for advanced chips, especially for AI, against limited foundry capacity, strengthening its pricing power.