“TSMC faces separate price increases of 15%-20% from power suppliers, and the expansion of EUV production capacity increases supply pressure.”
2026-09-07 08:00Chips & Hardware🔥 47.3 heat score
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Affected by a 60% increase in the cost of natural gas and oil, Taiwan Power Company plans to implement separate electricity price adjustments for high-power-consuming industries such as AI semiconductors and data centers in September, with price increases of 15%-20%. The electricity prices for domestic consumers and small businesses will remain unchanged. The semiconductor industry accounts for 17.71% of Taiwan Power Company’s total power generation, with TSMC accounting for approximately 9% of this share. With the expansion of EUV lithography machine capacity, the daily power consumption per machine can reach 30MW. TSMC currently has about 200 EUV machines, and it is expected that its annual power consumption will reach 28.77 billion kWh by 2025, leading to increasing pressure on electricity supply.
TSMC faces separate price increases from its power supplier, Taiwan Power Company, with the increase ranging from 15% to 20%. Taiwan Power plans to raise prices for high-power-consuming products such as AI semiconductors and data centers, while keeping electricity prices unchanged for residential and small businesses. The semiconductor industry accounts for 17.71% of Taiwan Power’s power generation, with TSMC alone accounting for approximately 9%. Due to a 60% increase in the cost of natural gas and oil, raising prices for major customers has become the only way to address the pressure on power generation costs. With the expansion of EUV lithography machine capacity, the daily power consumption per machine can reach 30MW, and TSMC’s annual power consumption is expected to reach 28.77 billion kWh, continuing to increase the pressure on power supply.
TSMC’s electricity prices will be increased by approximately 20% at the company level. In September, Taechip plans to raise prices by 15%-20% for large-energy-consuming applications such as AI semiconductors and data centers, while keeping electricity prices unchanged for household and small businesses. The semiconductor industry accounts for 17.71% of Taechip’s power generation, with TSMC alone accounting for 9%. Due to a 60% increase in natural gas and oil costs, raising prices for large users has become the only solution. EUV lithography machines have a power consumption of about 1.3MW, with each machine consuming over 30MW per day. TSMC currently has approximately 200 such machines, and its total electricity consumption in 2025 will reach 28.77 billion kWh, half of which will be used for chip production.