TSMC, the company that manufactures the most advanced chips on Earth for basically everyone who matters, is feeling pretty good about its position. CEO C.C. Wei told shareholders at the company’s annual meeting on June 3 that he expects revenue growth of over 30% this year, fueled by insatiable demand for AI computing power.
He also floated the idea of raising chip prices. Not dramatically, not all at once, but gradually enough to keep margins healthy while the world scrambles to build out AI infrastructure. For anyone tracking the hardware backbone of the crypto mining and AI industries, this is the kind of upstream signal worth paying attention to.
The price hike playbook
Here’s the thing about TSMC’s pricing strategy: it’s deliberately boring. Wei made a point of contrasting his approach with memory chip firms, which are known for aggressive, whiplash-inducing price swings. TSMC prefers the slow turn of the dial.
The numbers tell the story. TSMC is reportedly eyeing a price increase of up to 15% on its 3nm chips in the second half of 2026. Looking further out, additional increases of 5-10% are expected in 2027. These aren’t panic moves. They’re calculated adjustments designed to offset rising component costs without torching customer relationships.
