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Anushka Mukherji

Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock.

TSM TSMC Semiconductor Taiwan Semiconductor Wendell Huang

Chip giant Taiwan Semiconductor Manufacturing Company Limited (TSM), also known as TSMC, is set to charge more for its wafer manufacturing services in 2027, a move that could strengthen the company’s profitability and reinforce investor confidence despite higher costs. According to Nikkei Asia, TSMC has notified customers, which include giants like Apple (AAPL), Nvidia Corporation (NVDA), and Advanced Micro Devices (AMD), that it plans to raise wafer manufacturing prices by 5% to 10% across both advanced and mature process technologies starting in 2027.

Demand for cutting-edge artificial intelligence (AI) chips is expected to drive pricing even higher. Customers requesting additional high-performance computing (HPC) capacity beyond their original commitments could pay an extra 10% to 15% premium, lifting total price increases to well above 10% for some advanced nodes. TSMC is also planning price hikes of up to 10% for mature-node technologies, including 12nm, 16nm, and 28nm, which accounted for roughly 23% of the company's revenue in the latest quarter.

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