TSMC Reportedly Planning Price Hike for Mature Process Chips, Wedbush Alerts Investors
Wedbush Securities issued an alert to Taiwan Semiconductor Manufacturing Company (TSMC) investors on Tuesday, citing media reports that the global leading chip foundry may increase prices for mature process chips starting in early 2027. This would mark the first price adjustment for non-leading-edge process technologies in over three years. Several integrated circuit (IC) design firms have reportedly received notifications from TSMC about planned price increases for mature process nodes, including 28 nanometers and above. The specific percentage increase will vary depending on the manufacturer and product line. These adjustments are expected to be finalized in the fourth quarter of this year and officially take effect in January 2027. Current estimates suggest the price hike will be in the single-digit percentage range.
This reported price adjustment by TSMC for mature process nodes, if enacted, reflects a strategic recalibration of its pricing structure. The move suggests a potential shift in market dynamics where demand for these established technologies may be outstripping readily available capacity, or that input costs have risen significantly. From a systemic perspective, such increases could influence the cost structures of numerous downstream industries reliant on these chips, potentially impacting consumer electronics and automotive sectors. Investors will likely monitor the competitive landscape to see if other foundries follow suit or if this allows for greater pricing power for TSMC within its mature process segment. The timing, ahead of significant global economic shifts, invites consideration of long-term supply chain resilience and the evolving economics of semiconductor manufacturing.
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