this post was submitted on 05 Feb 2025
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TSMC prepares to pass tariffs costs, could increase semiconductor prices by 15 percent (www.techspot.com)
submitted 13 hours ago by [email protected] to c/hardware
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[โ€“] Kyrgizion 3 points 12 hours ago (1 children)

I'm due a new pc. If they increase costs across the board, I will simply postpone buying one until they ever do lower (if they ever do). If they keep costs flat or go lower, I buy. I am just one person, but there's tens of thousands in the same position.

[โ€“] Alphane_Moon 5 points 11 hours ago

It is unlikely that nominal (i.e. not inflation adjusted prices) will do anything but go up. I would argue this will be true irrespective of US tariff policy.

TSMC's 7nm wafers (from ~2018) were around $10,000. 3nm wafers (from ~2022) cost around $18,000 and this is before any impact from US tariff policy. 2nm (to be released in 2025) is speculated to be in the ~$30,000 range (before tariffs?).

There are of course many other factors at play (yields, semiconductor size) and fabrication is only one cost component (there is also design, packaging, validation), but the trend is pretty clear.