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On December 29, reports emerged stating that, propelled by the meteoric rise in the popularity of AI applications, TSMC is grappling with a capacity shortage in its advanced manufacturing processes at 3nm and below. It has been learned that TSMC has been engaging in negotiations with its customers. The company has ambitions to hike the prices of its advanced processes for four straight years, spanning from 2026 to 2029. The newly set pricing for 2026 is poised to come into effect starting on New Year's Day. Industry analysts point out that major clients such as NVIDIA and AMD are set to roll out new platforms in the coming year. Additionally, non-Apple clients like Broadcom are vigorously expanding their AI applications. All these factors are working in tandem, leading to the persistent undersupply of TSMC's advanced processes at 3nm and below.
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