// Global Analysis Archive
Taiwanese media reports indicate TSMC has notified some chip design customers of mature-node foundry price increases starting January 2027, with adjustments varying by customer. Analysts cited in the document link the move to AI-driven demand, upstream cost pressures, and capacity reallocation that may be tightening mature-node supply.
Technode reports that TSMC’s 3nm capacity has risen to roughly 160,000–175,000 wafers per month in Q2 but still falls short of demand amid ongoing backlogs. Supply-chain sources indicate TSMC may raise 3nm foundry prices by up to 15% in the second half of 2026 as advanced-node capacity remains a key bottleneck.
Taiwanese media report that Samsung Chairman Lee Jae-yong led a discreet May 21 visit to MediaTek to pursue foundry orders. The reported strategy involves offering preferential access to Samsung memory for next-generation Dimensity platforms in exchange for foundry business, echoing a prior bundling approach used with Qualcomm.
SMIC’s share issuance and asset acquisition plan to purchase the remaining 49% of SMIC North has been approved by the Shanghai Stock Exchange M&A Review Committee, according to the source. Valued at RMB 40.601 billion ($5.9 billion), the deal would make SMIC North a wholly owned subsidiary and is described as the largest M&A in China’s wafer foundry industry.
Taiwanese media reports indicate TSMC has notified some chip design customers of mature-node foundry price increases starting January 2027, with adjustments varying by customer. Analysts cited in the document link the move to AI-driven demand, upstream cost pressures, and capacity reallocation that may be tightening mature-node supply.
Technode reports that TSMC’s 3nm capacity has risen to roughly 160,000–175,000 wafers per month in Q2 but still falls short of demand amid ongoing backlogs. Supply-chain sources indicate TSMC may raise 3nm foundry prices by up to 15% in the second half of 2026 as advanced-node capacity remains a key bottleneck.
Taiwanese media report that Samsung Chairman Lee Jae-yong led a discreet May 21 visit to MediaTek to pursue foundry orders. The reported strategy involves offering preferential access to Samsung memory for next-generation Dimensity platforms in exchange for foundry business, echoing a prior bundling approach used with Qualcomm.
SMIC’s share issuance and asset acquisition plan to purchase the remaining 49% of SMIC North has been approved by the Shanghai Stock Exchange M&A Review Committee, according to the source. Valued at RMB 40.601 billion ($5.9 billion), the deal would make SMIC North a wholly owned subsidiary and is described as the largest M&A in China’s wafer foundry industry.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-5362 | TSMC Signals Mature-Node Price Increases From January 2027 as AI Demand Tightens Capacity | TSMC | 2026-07-15 | 0 | ACCESS » |
| RPT-5022 | TSMC 3nm Remains Constrained as AI Demand Sustains Pricing Power Into 2H 2026 | Semiconductors | 2026-06-12 | 0 | ACCESS » |
| RPT-4804 | Samsung Reportedly Courts MediaTek with Memory-for-Foundry Deal to Win Dimensity Orders | Semiconductors | 2026-05-23 | 0 | ACCESS » |
| RPT-4670 | SMIC Wins Exchange Review Approval for $5.9B SMIC North Buyout, Consolidating 12-Inch Foundry Capacity | Semiconductors | 2025-11-03 | 0 | ACCESS » |