根據《日經新聞》報導，台積電（TSMC）已經開始與客戶討論在 2027 年將晶片代工價格調漲最高 10% 的計畫，主要原因是為了應對不斷攀升的製造成本。這波價格調整預計將在明年正式生效，涵蓋了先進製程與成熟製程的所有半導體產品，台積電將漲價時間延後至 2027 年是為了讓客戶有充分的時間進行適應與調整。

台積電與其他晶片製造商目前正面臨生產成本飆升的巨大壓力，包含原物料、設備以及電力成本皆大幅上漲。為了滿足人工智慧（AI）帶來的強勁需求以及擴張全球產能的開銷，特別是在美國亞利桑那州高達 2,650 億美元的重大投資案，台積電在今年七月已宣布調高對 2026 年的資本支出預測。

儘管面臨全球供應鏈受阻以及 AI 需求激增所帶來的壓力，台積電依然秉持不隨意大幅波動價格的原則，致力於與客戶維持長期的合作夥伴關係。客戶如輝達（Nvidia）紛紛要求台積電加快擴產步伐以解決 AI 加速器供應瓶頸，而台積電也強調其定價策略是基於長期戰略而非投機，以確保獲利足以支撐未來的持續擴張。

According to the Nikkei, Taiwan Semiconductor Manufacturing Co. (TSMC) has initiated discussions with clients to raise chipmaking prices by up to 10% in 2027 to cover rising manufacturing costs. The pricing adjustments are expected to take effect next year and will apply to both advanced and mature semiconductor technologies, with TSMC intentionally postponing the hike to 2027 to allow customers adequate time to adjust.

TSMC and other chipmakers are currently grappling with surging production expenses, including significant increases in the costs of materials, equipment, and power. Driven by robust demand for artificial intelligence and the massive financial requirements of expanding global capacity, particularly its $265 billion mega-project in Arizona, the company raised its capital spending projections for 2026 this July.

Despite mounting pressures from global supply chain disruptions and soaring AI industry demand, TSMC continues to avoid sharp price fluctuations in favor of maintaining long-term partnerships with its clients. As customers like Nvidia urge faster expansion to alleviate supply bottlenecks for AI accelerators, TSMC emphasizes that its pricing remains strategic rather than opportunistic, ensuring sufficient profitability for sustained future growth.