IT之家 9 月 1 日消息，据台媒《Digitimes》今日报道，台积电正在考虑 2026 年将其所有高端工艺制程提高 5%~10% 的价格，以抵消美国关税、汇率波动和 供应链价格压力。 报道称，台积电已将更高的 2026 年报价传达给了代工厂合作伙伴，其中包括 5 纳米 / 4 纳米、3 纳米和 2 纳米等制程。这意味着台积电高端工艺的主要客 户，如英伟达和苹果，现在需要为芯片支付更高的成本。 针对是否考虑通过"涨价"方式来解决当前问题，台积电董事长魏哲家曾经幽默回应："心里想的事情，嘴巴不能讲。" 此外，台积电还在推进更先进工艺制程，经济日报 8 月 28 日报道称，台积电计划建设 1.4nm 先进制程新厂，预计 10 月动工，总投资 1.2~1.5 万亿新台币 （IT之家注：现汇率约合 2796.4 ~ 3495.49 亿元人民币），首期两座厂房计划 2028 年量产，后续有望推进至 1nm。 ...

Group 1 - The core viewpoint indicates that the impact of U.S. tariffs is leading to a conservative consumer outlook for the second half of the year, with expectations that demand for terminal products like PCs and smartphones during the year-end holiday season may not meet expectations [1] - TSMC's orders related to consumer applications are weakening, and there are concerns that TSMC's revenue in Q4 may decline from the historical high in Q3, marking the first time in nearly a decade that Q4 performance may not exceed Q3 [1] - Approximately 40% of TSMC's terminal applications are in the consumer sector, which is being affected by tariffs and economic changes, leading to a slowdown in growth for the peak season in Q4, although it is still expected to outperform the same period last year [1] Group 2 - TSMC's revenue in the first half of the year increased by about 40% year-on-year, with Q4 revenue estimated to be between $31.8 billion and $33 billion, averaging $32.4 billion, indicating a quarter-on-quarter decline despite being better than the same period last year [2] - The estimated decline in Q4 revenue is projected to be in the high single to mid-double digit percentage range compared to Q3 [2]