TSMC is reportedly planning to raise wafer foundry prices by 3% to 6% from January 2027, with larger increases for its most advanced manufacturing processes. DigiTimes reported that TSMC’s demand visibility extends to 2030, while 8-inch fabs are operating above 100% utilization and 45nm-and-below processes are fully loaded. Demand includes AI-related power-management chips, transistors, hardware-control chips and advanced packaging such as optical communications and silicon interposers. Supply chain sources said 2nm and 3nm wafers remain scarce, potentially prompting Samsung Electronics and Intel to follow. TSMC did not immediately respond to Benzinga’s request for comment. CLSA’s Bhavtosh Vajpayee said GPU and custom AI-chip demand exceeds supply by roughly 73% and expects the shortage to last until about 2030. TSMC’s U.S.-listed shares closed down 1.2% at $446.57 on Wednesday and fell 1.51% in early Thursday premarket trading, while Taiwan-listed shares ended 1% lower at NT$2,475 ($77.68).