Taiwan Semiconductor's Price Hikes: A Glimpse into the AI Chip Supply Chain The tech industry has been abuzz with speculation about Taiwan Semiconductor Manufacturing Company's (TSMC) impending price hikes, set to report its second quarter results on July 16.
The company, a linchpin in the global chip supply chain, has informed customers of potential price increases that could affect nearly three quarters of its wafer revenue.
Estimates suggest these hikes may fall within the 5 10% range. TSMC's stock has been on a tear, gaining 85. 86% over the past year and sitting at a relatively affordable valuation.