TSMC, the company that fabricates the vast majority of the world’s most advanced semiconductors, is getting ready to raise prices. CEO C.C. Wei made the announcement at the company’s shareholder meeting on June 4, framing it as a measured response to rising component costs and relentless demand for AI chips.
Wei emphasized that TSMC won’t implement sudden, dramatic price increases. Instead, the company is telegraphing a gradual escalation, giving its sprawling ecosystem of customers time to adjust.
The numbers behind the price hike
The company is forecasting over 30% revenue growth for 2026, driven primarily by AI-related orders that are currently outstripping supply.
Reports from May 2026 indicate TSMC is considering a price increase of up to 15% on 3nm wafers in the second half of this year. Additional hikes of 5-10% are anticipated for 2027 as demand from AI workloads and ASIC systems continues to climb. Earlier projections had already mapped out 3-10% price increases for sub-3nm and other advanced process nodes starting in January 2026, with the schedule extending all the way through 2029.
