It is reported that Taiwan Semiconductor plans to raise prices for mature processes, and Wedbush has sent a signal to investors

Wedbush Securities issued a reminder to TSMC investors on Tuesday. According to media reports, the global leader in foundry services may raise prices for mature process chips in early 2027, marking the first price adjustment for non-advanced processes in over three years.

Multiple IC design companies have gradually received notifications from TSMC about plans to increase quotes for 28-nanometer and above mature processes. The specific increase will depend on the manufacturer and product line, with final decisions expected in the fourth quarter of this year and official implementation in January 2027. The anticipated increase is estimated to be in the single-digit percentage range.

Previously, TSMC had raised prices for advanced processes such as 3nm and 5nm multiple times due to overwhelming AI demand, with increases reaching as high as 15%. Wedbush believes that this price adjustment sends an important signal: the AI-driven semiconductor demand boom is spreading from areas like GPUs and high-performance computing to mature processes such as power management chips and power devices, indicating that the entire foundry industry may be shifting from a buyer's market to a seller's market.

Wedbush analysts pointed out that TSMC's price adjustments for mature processes could support a stronger pricing trend across the industry, reflecting healthier demand for traditional chips. Other foundries such as UMC, GlobalFoundries, and Tower Semiconductor may also benefit from this.

This is one of the most closely watched developments for TSMC ahead of its earnings call on July 16