Potential TSMC Advanced-Process Price Hikes Could Benefit Samsung

TSMC leads the advanced-process foundry market, but rising research, plant construction and equipment costs for its 2-nanometer technology are putting pressure on wafer pricing. If prices rise, major customers such as Apple and Nvidia could shift some automotive or edge AI chips to Samsung to lower costs and diversify supply-chain risk.

As of July 20, 2026, market reports indicated that TSMC could raise prices across its advanced processes by 5% to 10%, potentially covering not only 2-nanometer but also 7-nanometer technology. TSMC has yet to announce an effective date or actual per-wafer prices. Samsung is seen as a potential beneficiary of redirected orders because it has room to negotiate on price.