Chip price hikes are coming? Rumors drive up TSMC stock price significantly, company responds

According to media reports, there are market rumors that the foundry price of TSMC's third-generation 3-nanometer process has increased by about 20% compared to the previous N3E process, and the foundry price of the 2-nanometer process that TSMC will supply externally next year will increase by 50%. On September 24, in response to the price increase rumors, TSMC stated that they do not comment on market rumors and pricing issues. TSMC's pricing strategy has always been strategy-oriented rather than opportunistic, and they will continue to work closely with customers to provide value. TSMC's 3-nanometer chip customers are divided into two categories: one includes consumer electronics chip customers such as Apple, MediaTek, and Qualcomm; the other includes AI computing chip customers such as NVIDIA, AMD, and Intel.