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Tuesday, October 20, 2026

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Saga

Advanced foundry capacity and wafer-pricing squeeze

Overview

Description Advanced foundry constraints are shaping TSMC pricing, AI-chip capacity and customer sourcing plans. Overview TSMC was previously reported to be planning 3% to 6% wafer-price increases from January 2027, with larger hikes possible for 2nm and 3nm nodes. It guided fourth-quarter revenue above forecasts, cited very…

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Advanced foundry capacity and wafer-pricing squeeze

Stories in this saga

5 stories, 7 sources

Sep 23, 2026
TSMC Raises Wafer Prices for 2027
Oct 12, 2026

Intel Qualcomm Raise CPU Prices

Oct 15, 2026

TSMC AI Accelerator Revenue Growth to Beat High 50% CAGR

TSMC AI Accelerator Revenue Growth to Beat High 50% CAGR

TSMC CEO Says AI Demand Far Exceeds Supply Despite Overcapacity Fears6 days ago
TSMC Beats Q4 Revenue Forecast With $52.3B to $54.3B Guide6 days ago

Oct 15, 2026

TSMC Falls Amid Asian AI Selloff

TSMC Falls Amid Asian AI Selloff

Oct 18, 2026

Samsung Partners With TSMC for Nvidia HBM in First Rival Deal

Samsung Partners With TSMC for Nvidia HBM in First Rival Deal

In this saga

TSMC Taiwan Advanced Micro Devices Arizona C. C. Wei Intel Japan Kumamoto

Portfolio

SPY
State Street SPDR S&P 500 ETF Trust
100%

Possible scenarios

45%Supply Relief Works+0.4%
25%Execution Problems Persist-0.4%
20%Memory Share Resets+0.3%

For information only. Not investment advice.

Mapped to your portfolio

Sep 18, 2026Today

+2.6%-0.3%