Taiwan Semiconductor Manufacturing NYSE:TSM is in focus after a Wedbush report indicated the chipmaker may raise prices for mature-node manufacturing processes beginning in early 2027.
The reported increase would mark the company's first adjustment to mature-node pricing in more than three years, with final pricing decisions expected later this year.
Wedbush said the development could signal improving conditions across the mature-node foundry market. The firm noted that any pricing increase by Taiwan Semiconductor may support stronger industry pricing trends and reflect healthier demand dynamics for legacy chip production.
Wedbush added that other foundry companies, including United Microelectronics NYSE:UMC, GlobalFoundries NASDAQ:GFS and Tower Semiconductor (TSEM), could also benefit if industry pricing strengthens.
The update comes as Taiwan Semiconductor continues to benefit from robust demand tied to artificial intelligence and advanced semiconductor manufacturing. Investors are also closely watching the company ahead of upcoming earnings results for further insight into pricing trends and market conditions.