On November 3, a piece of news surfaced indicating that TSMC is poised to hike its prices once again. Recently, reports have emerged stating that since September, TSMC has been informing its customers that starting from January 2026, it will roll out a four-year price increase plan for advanced processes below 5nm. The average hike is projected to be around 3% - 5%. Such a long-term pricing approach is quite uncommon in the industry. It underscores the robust demand for artificial intelligence (AI) and high-performance computing (HPC). Moreover, it serves to further bolster TSMC's bargaining clout and reinforce its technological supremacy in the global wafer foundry market. On November 3, TSMC issued a response, stating that it refrains from commenting on market rumors or pricing matters. However, it re-emphasized that its pricing strategy is centered around long-term planning. The company also mentioned that it will keep collaborating closely with customers to deliver value.
