TSMC 3nm capacity still tight, prices seen rising 15% in second half of 2026 · TechNode

The anticipated price hike could affect the affordability and accessibility of advanced semiconductor technology.

Enterprises will face increased costs which may impact their pricing strategies and profitability.

TSMC's capacity and pricing strategies influence the availability of advanced semiconductor technology.

Current circumstances do not point to an immediate cybersecurity threat.

Low risk as this issue is more focused on supply than governance.

TSMC's pricing strategies may impact its reputation among customers.

Capacity expansion will need to be executed efficiently to meet ongoing demand.

Insufficient infrastructure could delay TSMC's planned expansions.

Geopolitical tensions can affect semiconductor supply chains significantly.

Current regulations are not expected to change but can impact future expansions.

Persistent demand-supply mismatch poses major supply chain risks.

Talent recruitment remains stable, but needs may shift based on new tech demands.

Risk related to AI technologies leveraging TSMC chips appears low.