Nikkei Asia reported that TSMC is expected to increase prices for both advanced and mature process chips by 5% to 10% in 2027, driven by rising raw material and manufacturing equipment costs. Morgan Stanley analyst Hargovel assessed that Intel will likely see limited benefits from these price increases due to TSMC's continued leadership in sub-2 nanometer A16 and A14 process technologies.
AI chip manufacturing costs are set to rise significantly, directly impacting hyperscalers and AI developers reliant on TSMC's advanced process nodes.