TSMC stock
TSMC is reportedly implementing a multi--year pricing strategy that will see quotations for its most advanced nodes, including 3nm and 5nm/4nm processes, increase by up to 15% starting in the second half of 2026. Industry reports indicate that further price adjustments of 5% to 10% are projected for 2027. This aggressive pricing action is driven by sustained capacity constraints at Fab 18 and unprecedented demand for AI--optimized silicon, allowing the company to maintain high gross margins and offset the elevated costs of its global manufacturing expansion.