消息称台积电考虑明年将高端工艺制程涨价5%-10%

Core Insights - TSMC is considering increasing prices for all high-end process technologies by 5%-10% in 2026 to offset U.S. tariffs, currency fluctuations, and supply chain cost pressures [1] - The higher pricing has been communicated to TSMC's foundry partners, which include advanced nodes such as 5nm, 4nm, 3nm, and 2nm [1] - Major clients of TSMC, including Nvidia and Apple, will face increased costs for chips due to this potential price hike [1] - TSMC's Chairman, C.C. Wei, humorously commented on the company's consideration of price increases, indicating that some thoughts are not meant to be publicly expressed [1]