According to a recent report from the Economic Daily News, Taiwan Semiconductor Manufacturing Company (TSM, Financial) is set to raise the prices at its U.S. manufacturing facilities by up to 30%. This decision comes as customers face uncertainties related to tariffs imposed by former U.S. President Trump. Clients like Apple (AAPL) and NVIDIA (NVDA) will now have the option to order semiconductors directly from TSM's U.S. plants, mitigating some tariff concerns.
TSM's price increase highlights the ongoing challenges in the semiconductor industry, particularly with geopolitical tensions influencing supply chain decisions. Companies are looking to reduce dependency on overseas production by shifting some operations or sourcing closer to the U.S. market. The move is expected to have a significant impact on clients utilizing TSM's foundries, potentially driving changes in cost structures and pricing strategies.
