TSMC reportedly raising prices for high-end chips used by Apple and others

TSMC, the world’s biggest and most advanced chipmaker, is reportedly planning to raise prices for high-end chips next year.

According to an Asian report, TSMC has informed major clients of upcoming price increases for advanced fabrication processes below 5nm. For instance, the cost of manufacturing 2nm chips is estimated to be about 50% higher than the current 2nm process, driven by higher capital costs of the new process and the absence of discounts in the early manufacturing phase.

If the report is accurate, the move could significantly impact Apple’s profit margins, given its extensive use of premium chips ranging from the A16 to A19 on the iPhone and M3 to M5 series on the iPad and MacBooks. This could force Apple to limit future flagship chips to select models to manage costs. Samsung’s upcoming Galaxy S26 series is also expected to be affected.

Source: yeux1122 via MacRumors