TSMC's CFO Wendell Huang told the BBC that inflation is raising manufacturing costs and the company won't rule out price increases, though sudden multi-fold hikes are off the table. CEO CC Wei confirmed the AI chip shortage will persist for years despite fabs running at full capacity. TrendForce data suggests TSMC is already weighing a 15% price increase on 3nm wafers in H2 2026, with further hikes mapped through 2029. TSMC controls over 90% of advanced node manufacturing and reported $35.9B in Q1 2026 revenue, up 41% year-on-year. The company is expanding into the US, Germany, and Japan, but Huang confirmed the most cutting-edge production will remain in Taiwan for the foreseeable future, with full ecosystem migration taking a decade or more.
