According to sources, TSMC has initiated a plan for "four consecutive years of price increases," with prices for processes below 5 nanometers expected to rise by approximately 5–10%.

Published: Nov 03, 2025 10:11 (GMT+8)

Save

Industry insiders revealed that Taiwan Semiconductor Manufacturing Company (TSM.N) has notified its customers that starting in September, it will initiate a four-year consecutive price increase plan for advanced processes below 5 nanometers. The industry describes this as the "first long-term price hike since the AI era." Chip designers pointed out that TSMC's current increase likely signals a gradual reduction in capacity for mature processes of 7 nanometers and above, with AI, servers, and high-performance computing (HPC) applications becoming the primary beneficiaries. External observers noted that TSMC's rare move to implement four consecutive years of price hikes coincides with MediaTek's mention during its earnings call that it "will adjust chip selling prices to reflect costs," and it is expected to trigger the next wave of chip price increases. TSMC did not respond to rumors about the price hike, but market research agencies indicated that, amid prevailing global inflation and rising costs for TSMC's overseas plant construction and production, the company is projected to raise prices for its advanced processes by approximately 5–10% starting in 2026 to maintain high gross margins.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

7 hours ago

Data: SHFE, DCE market movement (Sep 21)

The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 21 Sep , 2026

7 hours ago

9 hours ago

[Market view: The global smartphone market will shrink by 12% in 2026, with the market structure tilting toward higher price segments]

Omdia's latest research shows that the global smartphone market is expected to shrink by 12% in 2026, but the total market value will increase by 12% to $651.6 billion. The market will tilt toward high-end products: the share of smartphones under $200 will drop significantly, while the share of high-end smartphones above $800 will rise to 28.4%.

9 hours ago

[SMM Tin News] US Makes Preliminary Anti-dumping Determination on Tinplate

On September 17, 2026, the US Department of Commerce issued a notice announcing its preliminary affirmative determination in the antidumping duty investigation on tinplate imported from China, preliminarily finding a dumping margin of 136.52% for Chinese exporters/producers (adjusted to 130.17% after offsetting subsidies as the cash deposit rate). Because the enterprises involved failed to respond to the investigation, the US reached its determination using adverse facts available. The products subject to this investigation are primarily classified under US HS codes 7210.11.0000, 7210.12.0000, 7210.50.0020, 7210.50.0090, 7212.10.0000, 7212.50.0000, 7225.99.0090, and 7226.99.0180.

9 hours ago