SMC

TSMC is reportedly preparing to raise wafer prices in 2027, driven by rising production costs and strong demand for its upcoming 2-nanometer process technology. Reports say some clients are evaluating Samsung's foundry services as an alternative. The move highlights intensifying competition and cost pressures across the advanced chip manufacturing industry.

TSMC is reportedly in early-stage discussions with Elon Musk about a possible role in his planned Terafab semiconductor foundry in Texas. The talks, first reported by Times of Oman, suggest the world's largest chipmaker could become involved in Musk's bid to build large-scale chip manufacturing capacity in the United States. Details on the scope or structure of a potential partnership have not been disclosed.

TSMC's stock jumped NT$75 in a single day, driving nearly 595 points of the TAIEX's rise and pushing the chipmaker's market capitalisation to a record NT$66.77 trillion. The company now accounts for a staggering 41% of the entire Taiwan Stock Exchange by weight, highlighting how heavily the island's market depends on one semiconductor giant.

Elon Musk has confirmed that SpaceX and TSMC are in discussions over a TeraFab project, pointing to a large-scale semiconductor manufacturing partnership. He also announced that SpaceXAI will be renamed SpaceXSI. The move ties SpaceX more closely to the chip industry amid the global race for AI computing capacity and advanced manufacturing capacity.