TSMC, Apple’s major chip supplier, is reported to plan base price increases of about 5% to 10% starting in 2027, according to coverage citing Nikkei Asia. The reported talks with clients covered both “mature” manufacturing nodes and advanced processes at 7 nanometers and below, which are used for Apple’s A-series and M-series chips. Negotiations reportedly began in June and were finalized later in the month, with the new pricing set to take effect at the start of 2027.
Some reports also say additional high-performance computing orders placed beyond original forecasts could face further premiums, potentially pushing overall costs higher for certain chip orders. TSMC’s higher pricing is attributed to rising costs for materials, manufacturing equipment, and construction of new overseas chip plants. TSMC reportedly delayed the changes until 2027 to give customers time to adjust after negotiations were concluded.
Apple is described as TSMC’s largest customer, so any increased chip costs could coincide with future iPhone launches and could affect device pricing depending on whether Apple absorbs the increases or passes them on to consumers. TSMC is said to have declined to comment on specific reported prices.
