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StonvexStonvexStonvexTSMC CEO C.C. Wei warned that AI chip capacity constraints will persist for a 'very long time' and signaled potential price increases of 15% for 3nm chips in H2 2026 and another 10% in 2027. The company faces rising costs and acknowledges it will take considerable time to fully meet U.S. domestic production demands, though customers remain optimistic about AI's future.
TSMC CEO C.C. Wei warned of significant AI capacity constraints lasting a 'very long time' and signaled openness to raising prices for advanced chips. The company is considering a 15% price increase for 3nm chips in H2 2026 and potentially another 10% in 2027. Despite rising costs, customers remain positive about AI's future, though fully satisfying U.S. domestic production demands will take considerable time.
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