$TSM Bullish "TSMC Reportedly Plans Up to 10% Price Hikes in 2027, with Extra HPC Premiums: Apple, NVIDIA in Focus." "Notably, for high-performance computing (HPC) orders that exceed customers’ original volume commitments, TSMC plans to impose an additional 10% to 15% surcharge on top of the base adjustment."' HPC Importance: "In 2Q26, the HPC segment accounted for 66% of total sales, with revenue rising 20% quarter-over-quarter, the strongest gain across all segments."
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