TSMC is raising prices on silicon for Apple Inc. chipsets due to increased capital expenditure on its 2nm process, which could affect future iPhone models.
- TSMC plans to increase prices for all silicon products, impacting Apple Inc. custom chips used in upcoming devices, including the next generation of iPhone models.
- The price hike is attributed to TSMCs significant capital expenditure on advanced semiconductor device fabrication technologies, particularly its costly 2nm node process.
- Apple Inc. relies heavily on TSMC for its chip production, making the price increase a critical factor in the cost structure of future iPhone releases.
Why It Matters
This price increase from TSMC could lead to higher costs for consumers as Apple Inc. may pass on expenses. Additionally, it highlights challenges in the semiconductor market, impacting device pricing and availability.