As demand for AI surges, costs also sharply rise! TSMC (TSM.US) is rumored to be planning a price increase of up to 10% in 2027. Concerns about "chip inflation" are rising.

According to reports from the financial app Zhitong Finance, Taiwan Semiconductor (TSM.US) has begun discussions with customers to increase chip manufacturing prices by up to 10% in 2027 to cover rising production costs. As the main chip foundry supplier for Nvidia (NVDA.US) and Apple (AAPL.US), Taiwan Semiconductor started negotiations in June and finalized a price increase plan this month, ranging from 5% to 10%. These price adjustments will take effect next year and cover both advanced process chips and mature process chips.