Taiwan Semiconductor Manufacturing (TSM.US) rose over 4% on Wednesday, trading at $429.40. According to informed sources, TSMC plans to increase the foundry pricing for its 3-nanometer process in the second half of 2026, with the hike potentially reaching up to 15%. Further increases of 5% to 10% are possible in 2027. It is understood that at the shareholder meeting on June 4th, TSMC Chairman and CEO C.C. Wei will provide a formal explanation regarding the rationale for the price increase. This is expected to serve as a key indicator for global semiconductor investors to assess the sustainability of AI demand, the supply landscape for advanced processes, and the boundaries of TSMC's long-term pricing power.
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