Apple raises prices of MacBooks, iPads amid chip shortage - en.bd-pratidin.com

Apple's recent decision to raise prices for MacBook and iPad products stems primarily from ongoing global chip shortages. This pricing adjustment reflects the broader semiconductor industry's supply c... Read original →

Apple’s price hikes on MacBooks and iPads reveal deeper structural fragility in advanced semiconductor supply chains, not just transient shortages. Technically, TSMC’s (Taiwan, China) fully loaded 5/3nm capacity forces Apple to pass costs downstream while accelerating in-house chip integration and advanced packaging R&D. Regulatory risks are mounting: U.S. CHIPS Act “guardrails” restrict expansion in mainland China, worsening global capacity misallocation and compliance overhead. Competitively, Samsung and Lenovo may exploit this window with value-tier offerings in education and remote-work segments. Over the next 12–24 months, expect three long-tail effects: widespread adoption of ‘chip redundancy’ in hardware design, strategic revaluation of mature-node foundries, and accelerated regionalized fab investments—particularly in the U.S., EU, and Japan—driven by geopolitical decoupling.