5~10% price hikes yikes TSMC did it again!

peish

peish

Member
  • Chen Yujuan/Taipei
  • 2025/09/01 03:00

Wei Zhejia, chairman of TSMC, once humorously responded to whether to consider whether to solve tariff, exchange rate and supply chain efficiency problems through "price increase": "What you think in your heart can't be said with your mouth." As he said, according to IC designers, TSMC has released a quotation for the 2026 year to customers. It is understood that the 5/4, 3, 2 nanometer process increased by about 5~10%

www.digitimes.com.tw

台積2026年代工價漲幅傳5~10%！　同時下單成熟製程享優惠

針對是否考慮透過「漲價」方式來解決關稅、匯率及供應鏈效率問題，台積電董事長魏哲家曾經幽默回應：「心裡想的事情，嘴巴不能講。」如其所言，據IC設計業者透露，台積已向客戶釋出2026年代工報價。
www.digitimes.com.tw


So the 5/4nm are you RTX50 supers, 9800x3ds, some amd gpus

3nm being new zen6, snapdragon Android phones, windows laptop, possibly ps6 and everything an xbox

2nm being iPhone 18 anniversary
 
TSMC-Q2-2025-revenue-share-crossed-70-percent.jpg
 
I bet he won't be so humerous when he sees his factories being blown up as the Taiwanese Army defends a Chinese invasion.
 
It's the new oil. Chips are going to be the trigger for the end of the world as we know it.

Why can't any other country do this? is it cheap labour? the tech?
 
Ozzie666 said:
It's the new oil. Chips are going to be the trigger for the end of the world as we know it.

Why can't any other country do this? is it cheap labour? the tech?
Click to expand...
Too expensive and even Samsung is behind in tech. The Japanese are trying something, but I have no idea how successful they are or how far away it is.
 
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Dr.D00p said:
I bet he won't be so humerous when he sees his factories being blown up as the Taiwanese Army defends a Chinese invasion.
Click to expand...
Uh that's why they are rushing to build fabs in the US

They have a plan in place to hedge if China invades Taiwan because everyone knows the TSMC buildings on the island will mysteriously explode the moment Chinese soldiers set foot on Taiwanese beaches
 
peish said:
  • Chen Yujuan/Taipei
  • 2025/09/01 03:00

Wei Zhejia, chairman of TSMC, once humorously responded to whether to consider whether to solve tariff, exchange rate and supply chain efficiency problems through "price increase": "What you think in your heart can't be said with your mouth." As he said, according to IC designers, TSMC has released a quotation for the 2026 year to customers. It is understood that the 5/4, 3, 2 nanometer process increased by about 5~10%

www.digitimes.com.tw

台積2026年代工價漲幅傳5~10%！　同時下單成熟製程享優惠

針對是否考慮透過「漲價」方式來解決關稅、匯率及供應鏈效率問題，台積電董事長魏哲家曾經幽默回應：「心裡想的事情，嘴巴不能講。」如其所言，據IC設計業者透露，台積已向客戶釋出2026年代工報價。
www.digitimes.com.tw


So the 5/4nm are you RTX50 supers, 9800x3ds, some amd gpus

3nm being new zen6, snapdragon Android phones, windows laptop, possibly ps6 and everything an xbox

2nm being iPhone 18 anniversary
Click to expand...
This is ridiculous. How many times have they bumped up wafer pricing in the last 3 years?

Basically a solid illustration of what a near monopoly market means. Samsung, Intel (😢🥺😔) and maybe new Japanese efforts can't get their shit in order soon enough.

And of course we will see corpos bump up end product costs even more than warranted and blame "world economic situation" or some bullshit.
 
PeteBull said:
What if china invades taiwan and US takes it personally(doesnt even have to defend taiwan with its military force, its enough they bombard the shit out of tsmc just so china doesnt take any advantage of it? :P ).
Click to expand...
Unfortunately this is a likely scenario that can easily happen in the next 2-4 years. Xi has a mandate for CCP military to be ready in 2027 for potential invasion.

Hell, they don't even need to invade, but rather setup a blockade.
 
Ozzie666 said:
It's the new oil. Chips are going to be the trigger for the end of the world as we know it.

Why can't any other country do this? is it cheap labour? the tech?
Click to expand...
Taiwan was the first nation to focus exclusively on foundries. They decided to do one thing very well instead of doing everything. China tried to poach Taiwanese technicians and build their own copy foundry, but they ended up fallen to a Chinese conman who pocketed the cash and ran away.

It is a classic case of "high barrier to entry". Because it costs so much to even get started, someone who is established has a much greater lead. it is almost like a mini-nuclear program; you can try to shortcut things but it is going to be a long time before you see results. America had lost nearly all of its manufacturing in general to other countries, so it is no surprise trying to build anything new again is not easy.
 
StereoVsn said:
You want CCP to control global supply of crucial computer chip market… 🤦‍♂️🤡
Click to expand...

If i am Chinese, i will pissed that my fellow taiwanese chose to align with those capitalist americans… yellow skins should unite, but our egos blinded us

CCP isn't the most popular but they can be pragmatic for the greater good!
 
The chip outlook is dire. Here's a fact you can repeat every day for at least a decade and be accurate: The chip market will never be as competitive as it is today. Things are going to get a lot worse before they get better.
 
KungFucius said:
Jesus Chritst! Samsung needs to expand or something. TSMC is so fucking big there is basically no competition. Fucking Intel shitting the bed doesn't help much either.
Click to expand...

Tesla just did a multi-billion dollar deal with Samsung to build their next 2nm chips.
 
peish said:
If i am Chinese, i will pissed that my fellow taiwanese chose to align with those capitalist americans… yellow skins should unite, but our egos blinded us

CCP isn't the most popular but they can be pragmatic for the greater good!
Click to expand...
…. You think Xi's CCP is "pragmatic for the greater good"?

Ok then.
 
CrimsonTide said:
CCP are objectively authoritarian and slave holders lol

It's how we get $2 tat from Temu. Man. Anyone defending the CCP is next level.
Click to expand...
Not to mention the comment on: "If i am Chinese, i will pissed that my fellow taiwanese chose to align with those capitalist americans… yellow skins should unite"

Like what the actual fuck. So Democratic Taiwan with vibrant political system, its own culture and freedom of expression needs to kowtow to CCP because "yellow skins should unite"???
 
Spyxos said:
Too expensive and even Samsung is behind in tech. The Japanese are trying something, but I have no idea how successful they are or how far away it is.
Click to expand...
Japan is betting the house on graphene and their government is fully backing the enterprise. I can see them delivering some exciting disruptive technology in the semi-conductor space within the next 25 years.
 
Maybe it's problem if you need to upgrade phones and gpus etc every 12 months. But for someone like me who upgrades every 5+ years and doesn't care about flagship chips, I don't really care. Regardless I think price will drop once companies realize maybe buying ai chips for 100+ billions is not viable strategy recouping investments
 
the constrained supply and insane demand from AI datacenters alone this coming decade will make prices go through the roof

Jensen was estimating around $4-5T will get spent on AI infrastructure over the next few years alone. Companies like Coreweave and Nebius, Applied digital etc are all booked out with orders for years in advance. They literally cant make enough to hit demand on GPU's and that isn't even considering demand from gaming.
 
ASML provide TSMC with their lithography machines so it's not as simple as TSMC being way ahead, it's more they've got the operational scale and experience. It's a bit odd they're so far ahead when everybody else is buying ASML too.
 
PeteBull said:
What if china invades taiwan and US takes it personally(doesnt even have to defend taiwan with its military force, its enough they bombard the shit out of tsmc just so china doesnt take any advantage of it? :P ).
Click to expand...

Tsmc is investing in the us but the capacity is way too low for it to matter. If it happens in the next few years the world economy is fucked.

Actually one reason they are investing in other countries is also they said they have problems to find new places for their fabs.
 
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StereoVsn said:
Not to mention the comment on: "If i am Chinese, i will pissed that my fellow taiwanese chose to align with those capitalist americans… yellow skins should unite"

Like what the actual fuck. So Democratic Taiwan with vibrant political system, its own culture and freedom of expression needs to kowtow to CCP because "yellow skins should unite"???
Click to expand...
I guess that he was sarcastic

I guess
 
moogman said:
ASML provide TSMC with their lithography machines so it's not as simple as TSMC being way ahead, it's more they've got the operational scale and experience. It's a bit odd they're so far ahead when everybody else is buying ASML too.
Click to expand...

Lithography is only part of a multi-step process. TSMC is way ahead on technology due to them having figured out EUV and having filed all the patents first, e.g. what shot Intel in the foot was that they could not solve the pellicle problem where at the high energies of EUV the pellicle would be destroyed, TSMC cracked it and were able to launch their first EUV volume process years ahead of anyone else.
 
Nocty said:
the constrained supply and insane demand from AI datacenters alone this coming decade will make prices go through the roof

Jensen was estimating around $4-5T will get spent on AI infrastructure over the next few years alone. Companies like Coreweave and Nebius, Applied digital etc are all booked out with orders for years in advance. They literally cant make enough to hit demand on GPU's and that isn't even considering demand from gaming.
Click to expand...
The very millisecond that the AI bros turned to fear-as-marketing is the millisecond you had to start being very careful and responsible with your money, I'm not saying the tech isn't cool, I'm just saying some things can become dangerously overvalued as fewer and fewer people control the algorithms.

As your attorney I advise you acquire a carton of smokes, five cases of whiskey and buy as much Nintendo stock as you can reasonably tolerate.
 
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And people are still gonna wonder why consoles and tech are more expensive than they used to be. Our years of cheaper over time are over for the foreseeable future fellas and ladies. Gonna get to the point where it's FOMO in early or pay more later.
 
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StereoVsn said:
Unfortunately this is a likely scenario that can easily happen in the next 2-4 years. Xi has a mandate for CCP military to be ready in 2027 for potential invasion.

Hell, they don't even need to invade, but rather setup a blockade.
Click to expand...
A blockade that starves the world of chips becomes a hot war with other nations.
 
MikeM said:
A blockade that starves the world of chips becomes a hot war with other nations.
Click to expand...
But with whom though? Will US start a war with China? Will Europe or AU, Japan join? What about SK which is extremely vulnerable.

Plus US surface fleet is not in the great state and will be in that way for another 4-5 years at least :(.

Anyways, fingers crossed that the worst issues we see are 10-15% TSMC increases as annoying as they are.
 
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