On July 21, TSMC rose 3.52% in regular trading, trading at $417.51/share, with turnover of $952 million. The stock hit a new all-time high as multiple bullish catalysts converged.

On the news front, TSMC plans to raise wafer fabrication prices by 5% to 10% starting early 2027, covering both advanced and mature process nodes, driven by rising costs in materials, equipment, electricity, and U.S. expansion plans. For 7nm and more advanced nodes, the base increase is 5%-10%, with an additional 10%-15% premium on incremental HPC orders exceeding forecasts. Mature nodes including 12nm, 16nm, and 28nm face up to 10% increases. Negotiations began in June and were finalized in July.

Additionally, TSMC CFO stated that 2nm technology already contributed initial revenue in Q2 and will become a core growth driver in Q3. The company raised full-year capex guidance to $60-64 billion and revenue growth expectations to slightly above 40%, reinforcing its confidence in sustained AI demand lasting multiple years. The price increases are expected to impact major clients including NVIDIA and Apple.

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