TSMC Foundry Prices Expected to Rise Up to 10% Next Year Amid Increased 2nm Reservations from Qualcomm, Apple, and MediaTek

TSMC is projected to increase mature process prices by up to 10% next year, with an additional 6-8% hike for 2-nanometer wafers, potentially triggering price increases across the fabless semiconductor industry. This comes as major players like Apple, NVIDIA, AMD, Qualcomm, and MediaTek have reportedly increased their reservations for TSMC's 2nm family by 10% to 20%, prompting TSMC to accelerate its 2nm capacity expansion to reach approximately 120,000 wafers per month by the end of 2026.