While mature-node foundries, led by SMIC, have sparked a new wave of price hikes, TSMC is reportedly joining the trend. According to the Economic Daily News, the company has notified clients that it will raise prices for advanced nodes consecutively from 2026 through 2029, with the new 2026 rates taking effect on January 1.

The report highlights that TSMC is riding the AI boom, which is tightening capacity in its sub-3nm nodes. Notably, the Economic Daily News suggests that the 2026 price hikes are expected in the single-digit percentage range. Analysts and research firms cited by the report anticipate TSMC’s advanced node prices will rise 3%–10% in 2026, varying by node, but all projected to surpass 2025 levels.

Riding this momentum, the report notes that the price hikes could bolster TSMC’s traditionally slow first-quarter performance, potentially keeping results flat or even slightly above the previous quarter, challenging its strongest-ever Q1. Analysts cited by the report attribute this resilience to new platform launches from major clients like NVIDIA and AMD, as well as non-Apple customers such as Broadcom expanding AI applications.

According to Commercial Times, TSMC’s 2nm clients have a product roadmap stretching from the second half of 2025 through the second half of 2027, led by flagship offerings such as Apple’s M6 and M7, AMD’s Epyc Venice and MI450, Intel’s Nova Lake and Razor Lake and Google’s TPU v9, all lining up for production.

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(Photo credit: TSMC)