TAIPEI (Taiwan News) — TSMC could increase the price of its advanced nodes by 5% to 10%, industry sources said Tuesday.

Industry analysts suggested that due to higher production costs, its Arizona fab prices are higher, per UDN. However, with tight capacity for advanced processes, TSMC is not only raising US plant prices but is increasing prices across the board due to rising costs, they added.

Analysts said the 4nm capacity at TSMC’s Arizona plant has been fully reserved by clients even before production started. Investment in the plant was made to meet the need for backup production sites and geopolitical reasons.

The US plant’s prices are inherently higher than those in Taiwan, and the production scale is relatively small, so the impact on end products and clients is expected to be limited, sources explained.

On Dec. 10, TSMC reported NT$276.96 billion (US$8.4 billion) in revenue for November. Cumulative revenue for January through November was NT$2,616.15 billion, a 31.8% increase compared to 2023.