TSMC to Raise Chip Prices in 2026 Due to US Tariffs

The largest contract semiconductor manufacturer, TSMC, plans to increase the cost of its chips by 5–10% in 2026. The price increase will affect products manufactured using advanced processes: 5 nm, 4 nm, 3 nm, and 2 nm. At the same time, the company is considering offering discounts on older solutions.

The Reason is US Tariffs on Taiwanese Goods

The price increase is linked to the introduction of 20% import duties on products from Taiwan in the US. Washington hopes to encourage the transfer of production to the country and reduce dependence on Asian supplies amid tensions with China.

​Impact on Apple, Nvidia, and Qualcomm

The price increase will affect TSMC's largest customers, including Apple, Nvidia, and Qualcomm. Since their devices are directly dependent on Taiwanese chips, experts predict a possible increase in the cost of end products, from iPhones and MacBooks to graphics accelerators and Android smartphones.

The Future Generation of TSMC Chips

According to DigiTimes, TSMC will launch mass production using a 2 nm process at the end of 2025. Apple has already reserved up to 50% of capacity for the production of the A20 Pro chip for the future iPhone 18 series.

• The company plans to use the A19 processor, built on a 3 nm process, in the iPhone 17.
• Qualcomm is preparing a new generation of Snapdragon based on TSMC's 2 nm technology.

At the same time, the cost of silicon wafers for 2 nm solutions can reach $30,000, and a further transition to thinner lithography will raise their price to $45,000.