📊Executive Summary

TSMC's CEO has announced that the AI chip shortage will persist for several years, with price increases expected for advanced chips throughout 2026. Despite pledging not to impose sudden price spikes, TSMC is already raising prices for its most advanced chips, with increases of 3% to 15% anticipated. The company is facing a supply constraint across the entire ecosystem, including logic chips, memory, and advanced packaging, which complicates procurement for buyers. This situation highlights the need for procurement teams to closely monitor pricing trends and secure supply agreements as demand continues to outpace supply....