TSMC Wafer Price by Node Scenario Analysis — Bear, Base & Bull Forecasts
Projects TSMC wafer price escalation by node through A16 (1.6nm), incorporating EUV cost structure, yield ramp economics, and competitive pricing pressure from Samsung and Intel Foundry.
TSMC Wafer Price by Node Scenario Analysis
ProAdjust assumptions to model Bear, Base, and Bull scenarios. 6 quarters projected from 2nm (N2).
Model: 1.0·4 assumptions·Last updated: Mar 2026
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Pricing Dynamics
TSMC Annual Price Escalation (%)
5.0%
-5.0% 20.0%
N2 vs N3 Cost Premium (%)
50.0%
20.0% 80.0%
Samsung Discount vs TSMC at Comparable Nodes (%)
30.0%
0.0% 50.0%
TSMC Arizona Premium vs Taiwan (%)
15.0%
0.0% 40.0%
Disclaimer: This projection is generated by a scenario model using publicly available analyst estimates. It is not a forecast and should not be relied upon for investment decisions. Silicon Analysts makes no warranty as to accuracy. All assumptions and their sources are documented above.