🏭 TSMC, the world's biggest chipmaker, is raising its base chip production rates. The new pricing kicks in early 2027 and will directly hit key partners – Apple included.
🧠 Under the new terms, chip prices will climb 5–10%, depending on order volume and process complexity. The hike applies across the board — from older 12nm chips to cutting-edge sub-7nm processes.
🆙 TSMC's price hike lands right in the middle of a global RAM shortage. With NAND and DRAM prices up 4x, the production cost of the future iPhone 18 Pro Max could approach $1,000 per unit – roughly $300 more than the current model. TSMC frames the increase as a strategic move to fund new fabs and pricey next-gen equipment.
@DailyApple