The largest contract manufacturer of TSMC chips intends to increase prices for its advanced processes by 5-10%. The decision is associated with the need to maintain profitability against the background of high US tariffs and costs associated with the expansion of production.
The rise in price will affect the most popular units of the company, including 5-nm, 4-nm, 3-nm and future 2-nm processes. Among the main customers who will have to pay more for the production of products are called NVIDIA and Apple. At the same time, TSMC is ready to offer discounts on older technologies to partially compensate for the changes for customers.
In addition to tariffs, an additional factor was the strengthening of the Taiwanese dollar. To preserve the margin, the company decided to reconsider prices for modern solutions that are in greatest demand due to an increase in interest in artificial intelligence.
TSMC actively expands the presence in the United States. In particular, the company builds new lines at the factory in Arizona and invests about $ 300 billion in American projects. It is planned that in the coming years, production will switch to a 2-nm process, and the United States will receive an independent supply chain in the field of packaging and production of chips.
