Taiwan Semiconductor Manufacturing Company has initiated negotiations with customers for price increases of at least 5% to 10% or higher, effective 2027, citing rising manufacturing costs. Financial analysts project TSMC's earnings per share for 2026 to range between NT$102 and NT$107.
Hyperscalers and AI chip designers will face higher input costs for cutting-edge AI accelerators from 2027, impacting their compute infrastructure buildout budgets.