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According to Digitimes TSMC is preparing to raise prices by 5-10% starting in 2026. The move is to counteract increased financial pressure including Tariffs, CAPEX, currency fluctuations, and supply chain pressures. The price hikes will be on N5, N4, N3 and will vary by volumes. N2 is said to be in HVM H2 2025 and will cost an estimated $30,000 per wafer.
Clearly Digitimes still does not understand how wafer agreements work. Only high volume customers are on N2 and no way are they paying $30k per wafer.
TSMC plans to increase foundry prices for its advanced semiconductor processes by approximately 5% to 10% in 2026, according to sources in the IC design industry.
