According to media reports, TSMC is planning to raise foundry prices for both advanced and mature process nodes starting next year.
The proposed price increases are expected to apply to advanced processes of 7nm or smaller as well as mature processes, with base increases of roughly 5%–10%. Specific pricing will depend on the customer and product. For additional orders of high-performance computing (HPC) chips, TSMC plans to impose an extra 10%–15% charge on top of the base increase. As a result, the total price hike for some advanced-process chip orders could exceed 10% and even reach 25%.
On the mature-process side (including 12nm, 16nm, 28nm, and other legacy nodes), TSMC plans to raise prices by up to 10%, though some products will see smaller increases than that.
The primary reason behind this round of price increases is rising production costs. Prices for raw materials and equipment used in semiconductor manufacturing have been steadily climbing, and the costs of building and operating new fabs in the United States, Japan, Germany, and elsewhere have also increased significantly. The company is under urgent pressure to address these cost headwinds.
In addition, reports indicate that TSMC is considering gradual price adjustments rather than a one‑time sharp increase, so as to ease the burden on its customers.