{"id":732509,"date":"2026-06-10T07:30:29","date_gmt":"2026-06-10T04:30:29","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/tsmc-does-not-rule-out-price-rises-as-inflation-pushes-up-chip-manufacturing-costs\/"},"modified":"2026-06-10T07:30:29","modified_gmt":"2026-06-10T04:30:29","slug":"tsmc-does-not-rule-out-price-rises-as-inflation-pushes-up-chip-manufacturing-costs","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/tsmc-does-not-rule-out-price-rises-as-inflation-pushes-up-chip-manufacturing-costs\/","title":{"rendered":"TSMC does not rule out price rises as inflation pushes up chip manufacturing costs"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a4020b683eb4\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a4020b683eb4\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/tsmc-does-not-rule-out-price-rises-as-inflation-pushes-up-chip-manufacturing-costs\/#TLDR\" >TL;DR<\/a><\/li><\/ul><\/nav><\/div>\n<p><img decoding=\"async\" src=\"https:\/\/media.thenextweb.com\/2026\/06\/tsmc-price-rise-inflation-ai-chips-taiwan-advanced-manufacturing.avif\" \/><\/p>\n<div id=\"article-main-content\">\n<div class=\"postContent-tldr\">\n<h4 class=\"postContent-offsetTitle\"><span class=\"ez-toc-section\" id=\"TLDR\"><\/span>TL;DR<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><em>TSMC\u2019s CFO said inflation is raising costs and won\u2019t rule out price rises, while its CEO said AI chip shortages will last years.<\/em><\/p>\n<\/div>\n<p>Taiwan Semiconductor Manufacturing Company, the world\u2019s largest chipmaker, <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.bbc.com\/news\/articles\/ce3ez4zzzlvo?at_medium=RSS&amp;at_campaign=rss\" target=\"_blank\" rel=\"nofollow noopener\">told the BBC<\/a> that inflation is pushing up its costs and did not rule out raising prices. CFO Wendell Huang said the company would not impose sudden \u201c<em>fourfold, fivefold<\/em>\u201d increases but acknowledged that costs have risen. \u201c<em>We reflect our value,<\/em>\u201d he said, pointing to TSMC\u2019s <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" data-internallinksmanager029f6b8e52c=\"4\" title=\"Technology\" target=\"_blank\" rel=\"noopener\">technology<\/a> leadership and manufacturing scale.<\/p>\n<p>The comments came after TSMC\u2019s annual shareholder meeting in Hsinchu, where chairman and CEO CC Wei told investors he would \u201c<em>like<\/em>\u201d to raise prices, as competitors in the memory chip market have done. Wei said the AI chip shortage would persist for years and that TSMC cannot meet customer demand despite running its fabs at full capacity. \u201c<em>We\u2019re doing everything we can, wherever we can, and however we can,<\/em>\u201d Huang told the BBC.<\/p>\n<p>Despite the public commitment to pricing restraint, TSMC has already begun raising what it charges for its most advanced chips. TrendForce reported in May that the company is weighing a 15% price increase on 3nm wafers in the second half of 2026, with a further 5 to 10% increase expected in 2027. Earlier reports indicated TSMC planned to raise sub-3nm prices 3 to 10% across 2026, with increases m<a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a>ed through 2029.<\/p>\n<div class=\"inarticle-wrapper channel-cta\">\n<div class=\"ica-text\">\n<p class=\"ica-text__title\">TNW City Coworking space &#8211; Where your best work happens<\/p>\n<p>A workspace designed for growth, collaboration, and endless networking opportunities in the heart of tech.<\/p>\n<\/div>\n<\/div>\n<p>TSMC makes the most advanced chips designed by Nvidia, AMD, Apple, and virtually every other major semiconductor company, controlling more than 90% of the market at the most advanced manufacturing nodes. Any pricing increase ripples through to the cost of AI infrastructure, and potentially over time, to the prices consumers pay for electronic devices. The company reported $35.9 billion in revenue for the first quarter of 2026, up 41% year-on-year, with advanced technologies at 7nm and below accounting for 74% of wafer revenue.<\/p>\n<p>The demand is being driven by an AI infrastructure spending wave that has seen Nvidia alone commit more than $40 billion in equity investments in 2026, while hyperscalers\u2019 combined capital expenditure is projected to exceed $690 billion this year. That spending flows directly to TSMC\u2019s order book, but the company\u2019s costs are rising in parallel as it expands manufacturing capacity in the United States, Germany, and Japan alongside Taiwan.<\/p>\n<p>Huang pushed back against the idea that TSMC\u2019s global expansion was driven by political pressure from Washington or Beijing. \u201c<em>We go out of Taiwan to build capacity based on customers\u2019 demand. The customers want us to go there. It\u2019s not the request of government,<\/em>\u201d he said. TSMC has committed $165 billion to its Arizona operations alone, encompassing six fabrication plants, two advanced packaging facilities, and a research and development centre.<\/p>\n<p>But on the question of where the most advanced chips will continue to be made, Huang was direct: the most cutting-edge production will remain in Taiwan. Moving the full manufacturing ecosystem to the United States, he said, would take \u201c<em>five or 10 years, or even longer,<\/em>\u201d a timeline that directly challenges the ambitions of US industrial policy. The first Arizona fab is producing 4nm chips, but 2nm production at the site is not expected until the end of the decade.<\/p>\n<p>The geopolitical backdrop is impossible to ignore. At a recent summit in Beijing, Chinese President Xi Jinping warned that mishandling Taiwan could put the US-China relationship in an \u201cextremely dangerous situation,\u201d while President Trump described a $14 billion Taiwan arms package as a \u201c<em>negotiating chip.<\/em>\u201d Taiwan produces the majority of the world\u2019s most advanced semiconductors, making TSMC\u2019s fabs in Hsinchu among the most strategically important industrial facilities on the planet.<\/p>\n<p>Huang also denied that the AI boom is a bubble. \u201c<em>Our conviction in this AI megatrend is very strong,<\/em>\u201d he said, citing conversations with customers and with the hyperscalers who are their largest buyers. \u201c<em>These companies are financially very strong with a lot of financial resources, so we believe that they\u2019re able to continue to invest.<\/em>\u201d Whether that confidence extends to absorbing higher chip prices without passing costs to end users is a question TSMC\u2019s customers will have to answer.<\/p>\n<\/p><\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/thenextweb.com\/news\/tsmc-price-rise-inflation-ai-chips-taiwan-advanced-manufacturing\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>TL;DR TSMC\u2019s CFO said inflation is raising costs and won\u2019t rule out price rises, while its CEO said AI chip shortages will last years. Taiwan Semiconductor Manufacturing Company, the world\u2019s largest chipmaker, told the BBC that inflation is pushing up its costs and did not rule out raising prices. CFO Wendell Huang said the company&#8230;<\/p>\n","protected":false},"author":1,"featured_media":732510,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/media.thenextweb.com\/2026\/06\/tsmc-price-rise-inflation-ai-chips-taiwan-advanced-manufacturing.avif","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-732509","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/732509","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=732509"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/732509\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/732510"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=732509"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=732509"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=732509"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}