Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. BULL CASEThe bull case starts with how dominant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) already is. Intel is trying to position itself as an alternative, but Hariharan doesn’t expect it to gain much even as TSMC’s prices rise. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s pricing power depends on customers having nowhere else to go, but having everyone crammed into one shop creates a big risk for both sides. 234 funds held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of Q1 2026, up from 224 the quarter before, and the dollar value they held grew to $39.2 billion from $37.6 billion.