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TSMC leads foundry price hikes as second-tier firms see profit rebound
What happened
TSMC is leading a round of price increases for mature node foundry services, with quotes rising 5-10% in Q1 2024. Second-tier foundries like UMC, SMIC, and PSMC are also raising prices, signaling a rebound from previous lows driven by AI-related demand and capacity constraints. Bullish: Direct upward pressure on wafer costs for a broad range of ICs, impacting procurement and spot market pricing.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
Wafer Foundry Services
TSMCUnited Microelectronics CorporationWorldwide Semiconductor Manufacturing CorporationPowerchip Semiconductor Manufacturing Corporation
price-hikefoundrymature-nodes
Source and time
Source: DigiTimes Asia · 3/3/2026 · View original source
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