TSMC: World’s largest chipmaker does not rule out price rises as costs increase - BBC

As the world's largest chipmaker, TSMC stated in a BBC exclusive interview that rising inflation is increasing operational costs, leaving the door open for potential price hikes. However, CFO Wendell ... Read original →

TSMC’s hint at potential price hikes reflects a dual strategy: passing on inflation-driven costs while monetizing its technological lead. The escalating EUV layers in 3nm and beyond significantly raise production expenses, compelling AI chip clients like NVIDIA and AMD to absorb higher wafer prices—effectively raising the barrier for global AI infrastructure scaling. While overseas expansions in the U.S., Germany, and Japan appease geopolitical demands, cutting-edge manufacturing remains anchored in Taiwan, China; relocating the full ecosystem to the U.S. would take over five years. This entrenches TSMC’s dominance, as rivals Samsung and Intel struggle with yield and scale. Over the next 12–24 months, expect a 'K-shaped' semiconductor landscape: elite nodes consolidate under TSMC, while mature nodes face margin erosion and overcapacity.