Nvidia, AMD, Apple et al may be forced to pass cost on to customers
Just as costs for some components have started to come down, TSMC and Samsung, the two largest contract chip manufacturers in the world, are reportedly planning to increase prices of production, which may affect Nvidia, AMD, Apple, and others that rely on the foundries. Reports emerged earlier this week stating that Taiwan-based TSMC is planning price hikes in the single-digit percentages for legacy and advanced chip manufacturing technologies next year. Citing industry sources, Nikkei reported that the price hike will be around five to eight percent. On Friday Bloomberg reported that South Korea’s Samsung is planning to raise prices for chip designers by 15-20 percent this year, citing industry sources. Legacy nodes will be hit hardest, and the new pricing will come into effect in the second half of the year.
