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After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Potential Price Hike— 'We Still Need To...'
Benzinga·
TSMC CEO C.C. Wei warned of significant AI capacity constraints lasting a 'very long time' and signaled openness to raising prices for advanced chips. The company is considering a 15% price increase for 3nm chips in H2 2026 and potentially another 10% in 2027. Despite rising costs, customers remain positive about AI's future, though fully satisfying U.S. domestic production demands will take considerable time.
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