Taiwan Semiconductor Manufacturing Co. Ltd. is considering raising 3nm foundry service prices by up to 15% in the second half of 2026. Strong demand from the artificial intelligence sector currently outpaces the company's expanded production capacity.
Order backlogs persist despite TSMC increasing its monthly 3nm wafer output. This bottleneck highlights sustained high demand for advanced-node capacity and the company's critical market position.
TSMC shares rose modestly in premarket trading on Friday following the report. Investors view the potential hike as a sign of strong pricing power and unabated demand for advanced technologies.