According to Nikkei Asia, TSMC has begun discussing 2027 foundry price increases of 5-10% with customers to offset rising manufacturing and production costs. Negotiations started in June, with price bands finalized this month. The adjustment covers both advanced and mature process semiconductors and takes effect next year.
TSMC stated: "Our pricing strategy is based on strategic considerations, not opportunism. We will continue working closely with customers and demonstrate the value we create." The company cited cost pressures from raw materials, equipment, and power, plus accelerating capital expenditure to meet AI demand and fund its $265 billion Arizona expansion.