TSMC 3nm capacity still tight, prices seen rising 15% in second half of 2026 · TechNode

TSMC signals potential price rises amid rising costs and AI demand

TSMC increasing 3nm wafer prices 15% from H2 2026, plus 5-10% annually through 2027, driven by booming AI demand and rising input costs. Margin pressure cascades to GPU makers (Nvidia, AMD) and ASIC mining ops: either absorb hikes, pass to buyers, or shift to older nodes—multi-year capex headwind.