Technology analyst Tim Coppen disclosed that TSMC has sent out notifications regarding price adjustments to its clientele, signaling a broad-based escalation in wafer foundry pricing. This current wave of price hikes encompasses not only the 3nm process but also spans across all cutting-edge processes at 7nm and below. The overall price surge ranges from 5% to 10%, impacting roughly 75% of TSMC's wafer revenue. TSMC's decision is driven by a desire to mitigate inflationary pressures and to leverage the market opportunities and enhanced confidence stemming from the burgeoning demand for AI computing power.
