tech
TSMC does not rule out price rises as inflation pushes up chip manufacturing costs
TSMC’s CFO said inflation is raising costs and won’t rule out price rises, while its CEO said AI chip shortages will last years.
TL;DR
- TSMC's CFO acknowledged inflation is pushing up costs and did not rule out price increases.
- The CEO stated that AI chip shortages are expected to last for years, with demand exceeding supply.
- TSMC is reportedly planning price increases for its most advanced chips starting in 2026.
- Any pricing changes by TSMC could affect the cost of AI infrastructure and consumer electronic devices.
- The company is expanding manufacturing capacity globally but stated the most advanced chip production will remain in Taiwan.
- TSMC's CFO dismissed the idea that global expansion is driven by political pressure, citing customer demand.
- The CFO expressed strong conviction in the AI megatrend, believing customers have the financial strength to continue investing.