根据《日经新闻》报导，台积电（TSMC）已经开始与客户讨论在 2027 年将晶片代工价格调涨最高 10% 的计划，主要原因是为了应对不断攀升的制造成本。这波价格调整预计将在明年正式生效，涵盖了先进制程与成熟制程的所有半导体产品，台积电将涨价时间延后至 2027 年是为了让客户有充分的时间进行适应与调整。

台积电与其他晶片制造商目前正面临生产成本飙升的巨大压力，包含原物料、设备以及电力成本皆大幅上涨。为了满足人工智慧（AI）带来的强劲需求以及扩张全球产能的开销，特别是在美国亚利桑那州高达 2,650 亿美元的重大投资案，台积电在今年七月已宣布调高对 2026 年的资本支出预测。

尽管面临全球供应链受阻以及 AI 需求激增所带来的压力，台积电依然秉持不随意大幅波动价格的原则，致力于与客户维持长期的合作伙伴关系。客户如辉达（Nvidia）纷纷要求台积电加快扩产步伐以解决 AI 加速器供应瓶颈，而台积电也强调其定价策略是基于长期战略而非投机，以确保获利足以支撑未来的持续扩张。

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.