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In brief: As AI-driven component shortages raise product prices at Intel, AMD, Nvidia, Microsoft, Apple, and other companies, TSMC -- the source of many of their chips -- has kept its prices relatively steady until now.

Sources have informed Nikkei Asia that TSMC plans to raise prices for advanced and mature semiconductor process nodes by up to 10% at the start of 2027. For later orders, prices could increase further, and the hikes could extend to some of the most mature nodes. Since Nvidia, Apple, Google, Amazon, Qualcomm, Arm, MediaTek, and other hardware companies rely heavily on TSMC's chips, the price hikes could flow downstream toward various products.

Depending on the product, initial increases could range between 5% and 10%. Internal discussions on the matter, which took place between June to July, focused on 7nm and smaller nodes. Making advanced semiconductors more expensive could raise the prices of the latest PCs, smartphones, and other devices.