ChipsJun 7, 2026
TSMC warns the AI chip shortage will last years — and 3nm prices are going up
CEO C. C. Wei said global advanced-chip supply will stay short of AI demand, with 2nm capacity already sold out through 2027. TSMC is weighing 3nm price increases of up to 15% in the second half of 2026, with another 5–10% possible in 2027.
Why it matters: Every Nvidia, AMD and hyperscaler chip starts at TSMC, so its pricing and scarcity ripple through the entire AI economy.