TSMC to raise foundry prices by 5-10% across advanced nodes in 2026

[Daniel Nenni]

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 to raise foundry prices by 5-10% across advanced nodes in 2026

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.

www.digitimes.com

 

[Barnsley]

View attachment 3586

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 to raise foundry prices by 5-10% across advanced nodes in 2026

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.

www.digitimes.com

Hope there some trickle down economics

 

[siliconbruh999]

The price increase might be real though I always doubted $30K for N2 Wafer.

 

[Daniel Nenni]

The price increase might be real though I always doubted $30K for N2 Wafer.

Yes, price increases are coming. That is what you get with no competition. TSMC, however, deserves every penny, yielding at N3 and N2 when no one did is simply amazing, absolutely.

 

[essiah]

Yes, price increases are coming. That is what you get with no competition. TSMC, however, deserves every penny, yielding at N3 and N2 when no one did is simply amazing, absolutely.

Tsmc yield at N3 is simply amazing, north of 90%

 

[Xebec]

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 to raise foundry prices by 5-10% across advanced nodes in 2026

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.

www.digitimes.com

ROM - What are high volume customers likely paying? is it more like $20K per wafer? $15K? just curious how far off these "usual estimates" are (as I have no reference).

 

[siliconbruh999]

Tsmc yield at N3 is simply amazing, north of 90%

Any die size for the 90% Yield

 

[Daniel Nenni]

Any die size for the 90% Yield

Yield is compared to previous nodes. For example, N2 is yielding earlier than N3. TSMC has a set of defensible tests, SRAM being one of them. Customer yield may vary. If a customer makes a bad design decision, which happens, TSMC yield should not be affected.

 

[siliconbruh999]

Yield is compared to previous nodes. For example, N2 is yielding earlier than N3. TSMC has a set of defensible tests, SRAM being one of them. Customer yield may vary. If a customer makes a bad design decision, which happens, TSMC yield should not be affected.

Thanks