Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, is raising wafer prices for 2027, according to industry reports and analysts.
Wafers are the thin discs of silicon on which chips are made, and their price is a key cost for the companies that design semiconductors.
DigiTimes, the Taiwanese technology publication, reports that the increases will be in the range of 3% to 6%.
Analysts said conversations with the industry suggest customers have recently been notified of the rises.
They added that the increases appear to be at the top of the DigiTimes range, or slightly above it.
TSMC makes chips for companies including Apple and Nvidia, which design their own semiconductors but rely on outside manufacturers to produce them.
The analysts also expect other foundries, the factories that make chips to order, to raise prices by similar amounts next year.
That includes makers of specialty and mature chips, older and less advanced semiconductors used in cars, appliances and industrial equipment.
They estimate those increases will be in the mid to high single digits in percentage terms.
TSMC has not publicly confirmed the price rises.
The note doesn't name the broker, so "analysts" needs a firm name. I've also stated TSMC hasn't confirmed the rises; worth checking before publication.
