TSMC is trading at $429.87 (+3.33%) after AMD announced approximately 10% fourth-quarter 2026 price increases for GPUs and chipsets, citing rising TSMC manufacturing costs.
- The news reinforces TSMC’s pricing power amid tight AI-chip demand; TSMC has separately been reported planning additional 2027 foundry price increases.
- SOXX is up 2.78%, supporting a broader semiconductor rally.
- The S&P 500 and Nasdaq Composite are also trading higher as broader risk appetite improves.