TSMC hikes 3nm chip prices 15%, fueled by AI demand

TSMC plans to raise 3nm process prices by up to 15%. This price hike is scheduled for the second half of 2026. TSMC projects a further price increase of 5% to 10% for 2027.

Surging demand from NVIDIA, Google, and AWS drives the adjustment. High utilization rates persist at 3nm facilities despite ongoing capacity expansion.

TSMC expects supply shortages for high-end chips to last until at least 2027. The company’s U.S.-listed shares rose more than 1.5% following the report.