The law of supply and demand often governs selling prices. The higher the demand, the higher the price, and conversely, the lower the demand, the lower the price. This is exactly what’s happening at TSMC, which has decided to raise the price of its wafers by 10% in response to strong demand!
TSMC raises prices of 5 nm wafers by 10%!
This company is a leader in everything to do with the production of computer chips. Industry giants NVIDIA and AMD call on this company, and to a lesser extent, even Intel.
In any case, with the boom in artificial intelligence, the company has a full order book. As we’ve seen, NVIDIA ships truckloads of graphics cards to the professional world, but these cards have to be produced somewhere. And it’s not just NVIDIA.
The fact remains that while prices for 7nm and 16nm wafers were on the decline in 2021, they are now seriously on the rise. Until 2023, prices were more or less stable, but TSMC is preparing to significantly increase the price of 5 nm wafers. As for 3 nm, we’re expecting a slight price hike in early 2025 and again in early 2026. The same pattern is expected for 7 nm, while 16 nm is unlikely to fluctuate.
Of course, all this does not bode well, since we can expect to see an increase in the price of components using 3 nm and 4 nm. To give you an idea, this represents an increase from $18,000 to $20,000 per wafer for 4 nm etching. It remains to be seen what impact this will have on the price of final components.
