Thanks to the popularity of AI applications, TSMC's production capacity for advanced processes below 3 nm is tight. According to the news, TSMC has already communicated with customers and will raise advanced process prices for four consecutive years from 2026 to 2029, and the new 2026 price will take effect from New Year's Day. Industry insiders believe that next year, new platforms for major customers such as Nvidia and Ultra Micro will be launched one after another, and that non-Apple customers such as Broadcom are actively expanding AI application fields, becoming a key driving force for TSMC's advanced manufacturing processes below 3 nm to continue to be in short supply.

Thanks to the popularity of AI applications, TSMC's production capacity for advanced processes below 3 nm is tight. According to the news, TSMC has already communicated with customers and will raise advanced process prices for four consecutive years from 2026 to 2029, and the new 2026 price will take effect from New Year's Day. Industry insiders believe that next year, new platforms for major customers such as Nvidia and Ultra Micro will be launched one after another, and that non-Apple customers such as Broadcom are actively expanding AI application fields, becoming a key driving force for TSMC's advanced manufacturing processes below 3 nm to continue to be in short supply.