The company that makes the brains inside nearly every AI system on the planet just told the world it won’t squeeze customers for every dollar. In an industry where demand far outpaces supply, that’s a genuinely unusual move.
At TSMC’s annual shareholders’ meeting on June 4, CEO C.C. Wei laid out a philosophy that sounds almost quaint in 2026: prioritize long-term relationships over short-term profit maximization. The chipmaker is forecasting over 30% sales growth for the year, and Wei made clear that supply shortages for AI applications aren’t going away anytime soon.
The pricing strategy that shouldn’t work but does
TSMC has achieved a gross margin of 66%, a figure that would make most manufacturers weep with envy. It’s just doing it through what Wei described as measured, predictable pricing rather than opportunistic spikes.
Earlier reports from September 2025 indicated TSMC had planned price increases of 5-10% on advanced semiconductor nodes heading into 2026. Major clients, including Nvidia, Apple, and AMD, were informed of those adjustments.
