TSMC to raise wafer prices 5%-10% in 2027, affecting advanced and mature nodes

Anushka Mukherji Wed, July 22, 2026 at 9:49 AM PDT | 5 min read

Tickers: TSM | NVDA | AAPL | AMD

Chip giant Taiwan Semiconductor Manufacturing Company Limited (TSM), also known as TSMC, is set to charge more for its wafer manufacturing services in 2027 — a move that could strengthen the company's profitability and reinforce investor confidence despite higher costs.

According to Nikkei Asia, TSMC has notified customers, including industry giants like Apple (AAPL), Nvidia Corporation (NVDA), and Advanced Micro Devices (AMD), that it plans to raise wafer manufacturing prices by 5% to 10% across both advanced and mature process technologies starting in 2027.

Demand for cutting-edge artificial intelligence (AI) chips is expected to drive pricing even higher. Customers requesting additional high-performance computing (HPC) capacity beyond their original commitments could pay an extra 10% to 15% premium, lifting total price increases to well above 10% for some advanced nodes.

TSMC is also planning price hikes of up to 10% for mature-node technologies, including 12nm, 16nm, and 28nm — which accounted for roughly 23% of the company's revenue in the latest quarter.

The increases are intended to offset rising costs tied to raw materials, manufacturing equipment, and the company's expanding global fabrication footprint. The report said pricing negotiations began in June and wrapped up in July, with the revised rates scheduled to take effect at the beginning of 2027. Although TSMC declined to comment on the report, the company has consistently maintained that its pricing approach is "strategic, not opportunistic."

For investors, the planned price increases highlight TSMC's pricing power and the strong demand for its manufacturing capacity, particularly in AI-driven semiconductors. Higher wafer prices could translate into stronger margins, faster earnings growth, and additional support for TSM stock.

About Taiwan Semiconductor Stock

Founded in 1987, TSMC pioneered the pure-play semiconductor foundry business model and has remained the world's leading dedicated semiconductor foundry ever since. The company supports a thriving ecosystem of global customers and technology partners through its industry-leading process technologies and comprehensive portfolio of design enablement solutions, helping unlock innovation across the global semiconductor industry.

In 2025, TSMC deployed 305 distinct process technologies and manufactured 12,682 products for 534 customers, demonstrating the scale and breadth of its manufacturing capabilities. The company provides one of the industry's broadest portfolios of advanced process technologies, specialty technologies, and advanced packaging services, enabling a wide range of applications across AI, high-performance computing, smartphones, automotive, industrial, and other semiconductor markets.

With manufacturing and operations spanning Asia, Europe, and North America, TSMC continues to expand its global footprint while serving as a committed corporate citizen around the world.

That global leadership has translated into impressive returns for investors. With a market capitalization of $2.20 trillion, Taiwan Semiconductor has been one of the market's standout performers in 2026.

• The stock has surged 39% year-to-date (YTD), significantly outperforming the S&P 500 Index's ($SPX) 9.8% gain over the same period.
• Over the past 12 months, TSM has rallied an impressive 80.24%, handily eclipsing the broader market's 19.2% return.
• After climbing to a record high of $479 in late June, the stock has since pulled back 11.7%, offering investors a breath.