As with many other people, like that, I’m sure, at least for spectators like myself, in late uncertain waters, thanks to the United States’ upsar dive dye round round and round ‘, will they not?’ The tariff position is the purpose of the purpose that it is to put the production of Shami in front of the United States, but now we are hearing rumors that even some chip production that is already in the United States may increase prices.
It comes from the latest rumor Economic daily (Through Bent), Which is reported to be “market sources say that due to high demand for productivity and costs, TSMC is planning to increase the price of 4NM foundry by maximum 30 % in its new US plant (translated by machine).
This is the “New US Plant” TSMC’s Arizona FabWhich is already making AMD Raizen 9000 series and NVIDIA Black Wheel chips. It is currently developing chips on 4 NM (N4) process but its purpose is 3 NMs, 2 nm, and is following it, today’s TSMC Information Call (Transcript here), 1.4 nm and 1.0 nm.
Currently it is 4 NMs, though, and to raise the price of 30 %, we will have nothing to humor the gamers, not in a market where NVIDIA is indicating that nothing can do anything about potential chip prices, and it seems as if tariffs are really nearby.
In fact, if TSMC increases prices, it may be the result of actual or intimidating revenue for two reasons. First of all, TSMC business can be a means to meet the losses caused by the revenue by major US business.
Second, the simple fact is that in economics, more demand means higher prices, and if Trump starts revenue on foreign semiconductors, there will be more demand from people coming out of TSMC Arizona like American semiconductor.
Today, during his call, TSMC had nothing to say about 4 NM prices, and it rarely commented on customer prices. However, he said that some “margin deletion” “prices ()), as well as increase from tariff policies, could also cost potential costs”, and about it, “the conversation with consumers continues.” In other words, the card near the chest as usual.
I need to say, “Maximum 30 %” rumors are close to the current 32 % tariff on Taiwan, where TSMC – Taiwan semiconductor manufacturing company – is, of course,. This is certainly not applied to SE semiconductors, but it seems that it seems, or something like it can happen soon.
I have also been impressed by Trump’s vision that if he has not built his own plant in the United States, Trump has been threatened by TSMC for 100 Tur tar. Now I am not saying what is happening, but it will be a special satisfaction saying, ‘Of course, we will prepare our fibers in the United States … and then receive 30 % extra to US companies. You have your own rates, we have prices. ‘
Nevertheless, TSMC has announced an investment of 100 billion in the United States and raising prices for no reason, except for retaliation, may not be the most smart business decision. If prices have been raised, it will likely be for the first time discussed. It is expected here that we have to boil for a long time to get out with some real RTX 50 series and RX 9000 series stocks.
