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Driven by the artificial intelligence (AI) craze, TSMC's production capacity for 3nm and even more advanced processes is currently in high demand and short supply. The company has engaged in communication with its customers and has laid out plans to incrementally raise prices over four consecutive years, spanning from 2026 to 2029. The newly adjusted pricing for 2026 will come into effect on New Year's Day. Despite these impending price hikes, customers remain enthusiastic about placing orders. It is anticipated that the price increase for 2026 will fall within a single-digit percentage range. Furthermore, research institutions forecast that the price quotes are likely to experience an upward trend, with an estimated increase of 3% to 10%.
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