Reports on September 18, 2026, confirmed TSMC is increasing wafer prices for its major customers. AMD plans to raise prices for GPUs, AI accelerators, and chipsets by approximately 10% in the fourth quarter of 2026. The company directly attributes the increase to rising manufacturing costs from TSMC.
TSMC notified clients including Nvidia, Apple, and Qualcomm of wafer price hikes between 5% and 10%. These adjustments specifically target advanced sub-5nm processes. The manufacturer will use the funds to build new fabrication plants and expand advanced-node capacity.
AMD has not yet confirmed price increases for its Ryzen CPU lineup. The move underscores TSMC's significant pricing power as global demand for AI chips surges.