Summary: Industry trackers say TSMC plans a 5–10% price increase on sub‑5nm nodes starting in 2026, with 2nm wafers costing significantly more than 3nm as mass production ramps in late 2025.
Why it matters
Chip budgets for AI servers, phones and PCs will need a refresh; some buyers may diversify packaging or node strategies. Startups should bake higher BOM and cloud costs into models.
Key facts
- Price move: +5–10% on advanced nodes (report)
- 2nm: expected to exceed $30k/wafer, up from ~20k at 3nm
- Timing: late‑2025 N2 intro; hikes from 2026
What to watch
Whether long‑term agreements blunt increases; impacts on AI accelerator ASPs; competitors’ pricing responses.