TSMC (2330) Chairman Wei Zhejia hinted at a price increase during the shareholders' meeting, stating that fluctuations in exchange rates and tariffs are beyond the company's control and will indeed raise costs. In response to a shareholder's inquiry about potential price hikes, he responded, "We will sell what we should value." Although he refrained from explicitly mentioning 'price increase', his remarks have been interpreted as an implicit indication that such an increase is necessary and unavoidable. The company will continue to utilize regional pricing strategies to reflect the rising costs of advanced processes at 3nm and below.

During the meeting, exchange rates and tariffs became focal points of concern. Wei noted that for every 1% appreciation of the New Taiwan Dollar, TSMC's gross margin decreases by 0.4 percentage points; with a recent 8% appreciation, the gross margin has declined by over 3 percentage points. He emphasized that while tariffs may exert some indirect impact, they could increase prices and subsequently diminish demand, affecting the semiconductor business. Wei assured shareholders that AI demand remains robust, and even as TSMC works to increase production capacity, the supply is still insufficient.