$Taiwan Semiconductor Manufacturing(TSM)$ Pricing power is getting more attention again. Nikkei reported that Taiwan Semiconductor has talked with customers about raising chip prices by up to 10% in 2027. If that goes through, it would highlight TSMC's strong competitive position and could help with future revenue and margin growth, especially with AI demand continuing to push for more advanced capacity. The main thing to watch now is whether customers accept it and if demand stays strong enough to handle the higher prices.
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