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Report: Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) to Raise 3nm Process Prices by Up to 15% in 2H, May Hike Another 10% Next Year
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Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.

It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Although monthly output of 3-nanometer wafers reached 130,000 units at the beginning of the year and gradually increased to 160,000-175,000 units in 2QYY, growth in AI demand has continued to far exceed market expectations, and the queue of customers has not shown a clear easing. (jl/da)
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