TSMC stock

On July 16, 2026, TSMC confirmed a strategic price adjustment for its advanced nodes, with 3nm and 5nm wafers set to increase in cost by up to 10% starting in 2027. During the Q2 earnings presentation, the company reported a gross margin of 55.8%, exceeding the upper bound of its previous guidance. Management attributed this profitability to high utilization rates for AI--related silicon and improved manufacturing efficiencies, signaling strong pricing power despite global inflationary pressures.

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