TSMC to Increase Prices in the US

In a move that has caught the attention of the tech industry, Taiwan Semiconductor Manufacturing Company Limited (TSMC) is reportedly planning a substantial price increase at its United States foundries. According to a report by Digitimes on Wednesday, the prices are set to rise by 30%. This decision is attributed to the higher operational costs in the US compared to those in Taiwan.

Impact on Major Tech Companies

The price hike could have significant implications for major technology firms that rely on TSMC for their semiconductor needs. Companies such as Apple Inc. and Nvidia Corp., which frequently place orders with TSMC, may now face increased costs. This development comes at a time of uncertainty surrounding US trade policies, including potential tariffs under the administration of President Donald Trump.

Shift in Ordering Patterns

With the looming price increase, there's speculation that customers might start ordering semiconductors directly from TSMC's factories in the US to mitigate costs. This shift could mark a significant change in how tech companies manage their supply chains in response to fluctuating operational expenses and trade policies.