DigiTimes reports Taiwan Semiconductor Manufacturing Co (TSMC) will lift
wafer-out prices by about 3–6%, citing supply-chain sources. Sources say 8-inch
fab utilization exceeds 100% and nodes below 45nm are fully loaded, with order
visibility into 2030. Price adjustments take effect January 2027 by process;
increases are larger for advanced nodes, while mature and specialty processes
will be negotiated case-by-case by product, utilization and customer. TSMC’s
Arizona fab faces high manufacturing costs and will keep premium quotes. TSMC
declined to comment.