Wall St Engine(@wallstengine):TSMC REPORTEDLY PLANS 3%-6% WAFER PRICE HIKES STARTING JANUARY 2027 DigiTimes says increases could be larger for 2nm and 3nm, where demand is running ahead of supply. Supply-chain sources say: • 8-inch utilization is above 100% • Sub-45nm capacity is fully loaded • Orders are visible through 2030 • Arizona pricing remains elevated due to higher manufacturing costs The demand is being driven by AI-related GPUs, ASICs, HBM, power chips, controllers, analog, sensors, optics and advanced packaging. TSMC declined to comment.

Wall St Engine

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Wall St Engine@wallstengine

2026.09.23 19:07

TSMC REPORTEDLY PLANS 3%-6% WAFER PRICE HIKES STARTING JANUARY 2027 DigiTimes says increases could be larger for 2nm and 3nm, where demand is running ahead of supply. Supply-chain sources say: • 8-inch utilization is above 100% • Sub-45nm capacity is fully loaded • Orders are visible through 2030 • Arizona pricing remains elevated due to higher manufacturing costs The demand is being driven by AI-related GPUs, ASICs, HBM, power chips, controllers, analog, sensors, optics and advanced packaging. TSMC declined to comment.

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