Technology analyst Tim Culpan revealed that TSMC has successively issued price adjustment notices to customers, and wafer foundry quotations will increase across the board.This round of price increases not only covers the 3nm process that has been hotly discussed in the market, but also extends to all advanced processes of 7nm and below. The overall increase is between 5% and 10%, involving about 75% of wafer revenue sources.
In fact, TSMC’s price adjustment has already been foreshadowed. The company’s chief financial officer Huang Renzhao has previously publicly stated that inflation is continuing to push up operating costs and does not rule out the possibility of raising chip prices.
However, he also emphasized that TSMC will not adopt a "four or five times" aggressive price increase strategy.
According to TrendForce data, in the first quarter of 2026, TSMC achieved revenue of US$35.86 billion, a quarter-on-quarter increase of 6.3%. It continues to rank first in global wafer foundry, and its market share has climbed to a historical high of 72.3%.
Behind this round of price increases, the continued release of demand for artificial intelligence computing power is the key driving force. The demand for additional orders and early production from upstream and downstream companies in the AI industry chain has effectively offset the pressure on vacant production capacity caused by the traditional off-season for smartphones, and also provided TSMC with room and confidence to raise prices.
