As reported by Nikkei Asia, with reference to sources close to the issue, TSMC is planning to implement foundry price increases for both advanced and mature process chips in 2027. These hikes, which could reach up to 10%, are intended to offset escalating costs associated with materials, manufacturing equipment, and the construction of new overseas facilities. TSMC has already initiated discussions with its customers about these upcoming price adjustments. The price increases will encompass 7-nanometer and more sophisticated processes, which contributed to roughly 77% of TSMC's revenue in the second quarter of this year. The basic price increment will range from 5% to 10%, varying based on the customer and the specific product. For new orders of high-performance computing chips, TSMC intends to levy an extra premium of 10% to 15% on top of the base increase. Consequently, some orders for advanced process chips may witness overall price surges exceeding 10%. Regarding mature processes, TSMC aims to raise prices by as much as 10%, although certain products will experience increases below this threshold. The mature process business made up approximately 23% of the company's revenue in the preceding quarter. According to sources, the relevant negotiations commenced in June and concluded in July, with the new pricing scheduled to come into effect in early 2027.
