The price increase will affect the most popular units of the company, including 5-nm, 4-nm, 3-nm and future 2-nm processes. Nvidia and Apple are among the main customers who will have to pay more for product production. At the same time, TSMC is ready to offer discounts on old technologies to partially compensate for customers’ changes.
In addition to the tariffs, an additional factor was to strengthen the Taiwan dollar. In order to maintain the margin, the company decided to re -evaluate the prices of modern solutions, which are the biggest demand due to the increase in the interest in artificial intelligence.
TSMC actively expands the existence in the United States. In particular, the company builds new lines at the factory in Arizona and invests about $ 300 billion in American projects. In the coming years, production is planned to pass into a process of 2 nm and the United States will receive an independent supply chain in the field of packaging and chip production.
Source: Ferra
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