TSMC's Strategic Price Adjustment in the US

In a significant move, Taiwan Semiconductor Manufacturing Company Limited (TSMC) is reportedly increasing its prices at United States foundries by a staggering 30%. This decision, as reported by Digitimes on Wednesday, is attributed to the higher operational costs faced in the US compared to Taiwan.

Impact of US Tariffs and Market Dynamics

The uncertainty surrounding US President Donald Trump's tariffs has led to a shift in how customers, including tech giants like Apple Inc. and Nvidia Corp., are placing their semiconductor orders. Many are now opting to order directly from TSMC's US-based factories, a trend that could reshape the semiconductor supply chain.