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TSMC is considering raising the prices of all its high-end process technologies by 5% to 10% in 2026 to offset the pressures of US tariffs, exchange rate fluctuations, and supply chain prices. TSMC has already communicated the higher 2026 pricing to its foundry partners, including processes such as 5nm/4nm, 3nm, and 2nm. This means that TSMC's main clients for high-end processes, such as NVIDIA and Apple, will now need to pay higher costs for their chips. When asked whether they are considering solving the current issues through "price increases", TSMC Chairman Mark Liu humorously responded, "Things we think about in our hearts cannot be said with our mouths." (Digitimes).
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