智通财经网·2025-11-07 01:13Core Viewpoint - TSMC has begun notifying major clients, including Apple, about price increases for advanced process chips, with potential hikes of 8%-10% for certain customers and production lines [1] Group 1: Price Increases - TSMC's price increase will primarily affect advanced nodes of 5nm and below, which are widely used in high-end electronic devices such as smartphones and GPUs [1] - Starting from January 2026, TSMC plans to implement a four-year price increase plan for 5nm and below advanced processes, with an average price increase of approximately 3%-5% [1] Group 2: 2nm Chip Pricing - TSMC has indicated that the pricing for 2nm chips will be at least 50% higher than that of 3nm chips, attributed to significant capital investment in new process development and the current low yield rates [1] - The expected production cost for flagship mobile chips based on 2nm technology is projected to reach $280, which could become the most expensive component in Apple's iPhone, significantly impacting the company's profit margins if cost pressures are not passed on to consumers [1]