TSMC plans to increase prices for advanced technical processes by 5-10% in 2026
According to Digitimes, the Taiwanese giant TSMC (Taiwan Semiconductor Manufacturing Company) is considering raising prices for all its advanced manufacturing processes by 5-10% in 2026. The reason is to compensate for costs caused by US tariffs, currency fluctuations and pressure on supply chains.
Who will be affected?
TSMC has already communicated the new prices to its partners, including Apple and AMD. The increase will apply to such processes as: 5nm, 4nm, 3nm, and 2nm. This means that the flagship chips of future generations of mobile and stationary equipment will become more expensive to produce - and, accordingly, for the end consumer. TSMC's fabs produce chips for most mobile phones, tablets and wearables (Apple, Qualcomm and Mediatek), PC processors (AMD, Intel, Apple), graphics cards (Nvidia, AMD), servers (AMD, Intel), embedded technology, automotive electronics and other equipment.
TSMC's technological plans
The company is actively investing in new production facilities. In October 2025, the company will start construction of a 1.4-nm chip production plant. The total investment is expected to amount to NT$1.2-1.5 trillion (almost USD400-500 billion). The first two fabs are planned to be launched in 2028, with the prospect of mastering the 1nm process.
Not that this news comes as a surprise, as the active actions of the current White House administration are predictably leading to higher prices for key components of high-tech equipment. These changes are already having serious consequences for the entire industry, from smartphones to servers. But it seems that the impact on the industry will only increase in the near future. Interestingly, the rise in the cost of Western technology opens a window of opportunity for China's own technology. And also for Intel, which may still resume its own production.
Source: www.ithome.com