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 3, 2025 10:11

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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.

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