TSMC might set up a price hike that could come straight for your next phone, laptop, or tablet - Yahoo Finance

Taiwan Semiconductor Manufacturing Company (TSMC) may be preparing to raise chip prices starting in 2027, a move that could significantly impact the cost of future smartphones, laptops, and tablets. A... Read original →

TSMC's planned 5% to 10% price hike for chips starting in 2027 will directly impact the cost of high-end smartphones, laptops, and tablets. Technologically, as 3nm and even more advanced 2nm processes with EUV technology are adopted, increased production costs become inevitable. For companies relying on TSMC's cutting-edge manufacturing, switching foundries is not a quick solution due to the time and technical adjustments required. In terms of compliance and risk, this price increase may exacerbate supply chain instability, especially under the current global semiconductor industry restructuring, prompting businesses to reassess their supply chain strategies against potential geopolitical and economic shifts. Competitively, rivals like Samsung might seize the opportunity to attract more customers, though it's unlikely they can fully replace TSMC's position in the short term. Over the next 12-24 months, the industry is expected to undergo a product mix adjustment driven by rising costs, potentially leading to higher prices for consumers.