TSMC Plans Price Hikes Amid AI Chip Demand

Taiwan Semiconductor Manufacturing Company controls approximately 72% of global foundry revenue as of the end of 2025, establishing a dominant position in the artificial intelligence hardware market. The company serves as a critical partner for major chip designers, including Nvidia and Advanced Micro Devices, who rely on external foundries to manufacture their computing units.

During a recent quarterly conference call, CEO C.C. Wei informed investors that he expects elevated demand for chips to persist through at least 2029 or 2030. The company intends to leverage this sustained demand and the launch of new chip technologies to implement price increases over the coming years.