--- title: "TSMC eyes 15% 3nm price hike as AI demand strains supply" type: "News" locale: "en" url: "https://longbridge.com/en/news/289644382.md" description: "TSMC is considering a 15% price hike for 3nm chips in H2 2026 due to tight supply from AI demand. While Nvidia CEO Jensen Huang praised TSMC's profitability, the capacity strain has prompted rivals like Google and Nvidia to test Intel's foundry capabilities as alternative suppliers." datetime: "2026-06-12T21:53:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289644382.md) - [en](https://longbridge.com/en/news/289644382.md) - [zh-HK](https://longbridge.com/zh-HK/news/289644382.md) --- # TSMC eyes 15% 3nm price hike as AI demand strains supply Price hike ahead: TSMC is considering a 15% increase for 3nm chips in H2 2026 as AI-driven demand keeps supply tight despite expanded production. Industry praise: Nvidia CEO Jensen Huang labeled TSMC "insanely profitable," highlighting its pivotal role in producing AI and consumer chips for top tech firms. Rivals gain opening: Google and Nvidia are testing Intel’s foundry capabilities as TSMC’s capacity strain prompts customers to seek alternative advanced chip suppliers. ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [04335.HK](https://longbridge.com/en/quote/04335.HK.md) - [TSMX.US](https://longbridge.com/en/quote/TSMX.US.md) - [TSMG.US](https://longbridge.com/en/quote/TSMG.US.md) - [TSMZ.US](https://longbridge.com/en/quote/TSMZ.US.md) - [TSMU.US](https://longbridge.com/en/quote/TSMU.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [INTW.US](https://longbridge.com/en/quote/INTW.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [GOOW.US](https://longbridge.com/en/quote/GOOW.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [GOOY.US](https://longbridge.com/en/quote/GOOY.US.md) - [STSM.US](https://longbridge.com/en/quote/STSM.US.md) - [TMYY.US](https://longbridge.com/en/quote/TMYY.US.md) - [TSMY.US](https://longbridge.com/en/quote/TSMY.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Why did Micron stock bounce back today?](https://longbridge.com/en/news/289078520.md) - [Is Taiwan Semiconductor stock a buy before July?](https://longbridge.com/en/news/288914371.md) - [Google DeepMind economist sees no AI jobs bloodbath yet, but warns of a layoff cascade](https://longbridge.com/en/news/289293254.md) - [Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans](https://longbridge.com/en/news/289360998.md) - [Upstart chipmakers keep challenging Nvidia. This time it's Microsoft-backed D-Matrix](https://longbridge.com/en/news/289195855.md)