Report: Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) to Raise 3nm Process Prices by Up to 15% in 2H, May Hike Another 10% Next Year - AASTOCKS.com

According to sources in the supply chain cited by Taiwan's Commercial Times, Taiwan Semiconductor Manufacturing Company (TSMC) plans to raise prices for its 3nm process products by up to 15% in the se... Read original →

TSMC’s up-to-15% price hike on its 3nm node isn’t merely a supply-demand imbalance—it’s the inevitable outcome of its technological monopoly colliding with the AI chip arms race. Technically, dense EUV layering at 3nm inflates yield costs, pushing clients like NVIDIA to accelerate 2nm adoption and compressing mid-node lifecycles. On compliance, U.S. CHIPS Act subsidies tether production to domestic fabs, yet Arizona’s Fab 18 remains capacity-constrained, leaving global advanced logic dangerously reliant on Taiwan, China—embedding geopolitical risk into wafer pricing. Competitively, Samsung and Intel’s GAA/18A nodes lack yield maturity to absorb urgent AI orders, reinforcing TSMC’s pricing power. Over the next 12–24 months, foundry pricing will structurally rise, elevating AI chip TCO and forcing system designers toward Chiplet-based architectures to offset wafer cost inflation.