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TSMC to raise chip prices 5% to 10% for nodes starting in early 2027

TSMC also plans a 10% to 15% HPC surcharge on orders that exceed initial volume commitments.

Reported · Written up by our desk · Analyst Ratings

Taiwan Semiconductor Manufacturing (TSMC) is finalizing negotiations for base price increases ranging from 5% to 10% across both its advanced and mature chip nodes, with the changes scheduled to take effect in early 2027, according to MarketBeat Ratings.

The plan also includes a distinct 10% to 15% surcharge for high-performance computing orders that exceed a customer’s initial volume commitments, a structure that the outlet says will test which AI chip suppliers truly have pricing power.

MarketBeat Ratings argues that once manufacturing costs rise broadly, only companies with products customers cannot easily replace should be able to pass costs along without harming demand.

The outlet also points to the capital intensity behind leading edge manufacturing, noting TSMC’s ramp of its two-nanometer node and citing pricing of roughly $30,000 per two-nanometer wafer, or a 50% premium over the preceding three-nanometer generation.

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