TSMC is raising the cost of semiconductor wafers by 5 to 10 percent starting in 2027. This price hike affects both mature and advanced manufacturing nodes, which will likely increase the bill of materials for future GPUs and CPUs. Buyers should expect higher component costs as the supply chain passes these expenses down to device manufacturers.
Legacy and advanced chip manufacturing fees increase due to supply chain pressures
The company confirmed that the increase applies to legacy processes including 28nm, 16nm, and 12nm. It also covers sub-7nm technologies used in high-performance computing. This broad scope ensures that even older chip designs will face steeper production fees alongside cutting-edge nodes.
- Price Increase: 5% to 10%
- Effective Year: 2027
- Affected Nodes: 28nm, 16nm, 12nm, sub-7nm
TSMC attributes the decision to rising material costs and financial stress within the supply chain. A spokesperson stated that the move is strategic rather than opportunistic. The company plans to continue working closely with customers to justify the added value.
CEO C.C. Wei clarified that the firm would not resort to massive hikes similar to those seen in the memory sector. He acknowledged the 5 to 10 percent bump but emphasized a measured approach. The report does not explicitly confirm whether the 2nm process is included in this specific price adjustment.
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