Overview
- Reports compiled from Asian outlets say TSMC has notified major clients, including Apple, about price increases for sub‑5nm processes beginning next year.
- Figures cited vary by source, ranging from recurring 3–5% annual adjustments to 8–10% increases for certain production lines.
- Separate Taiwan press coverage earlier suggested Apple’s 2nm A20 could carry roughly 50% higher pricing than 3nm, with supplier estimates near $280 per unit.
- Context from prior estimates places the A18 around $45 and an iPhone 16 bill of materials near $416 on a $799 model, underscoring how higher wafer costs could compress margins if not offset.
- Media reports suggest Apple may reserve 2nm chips for higher‑end iPhone 18 models or adjust launch timing, though neither Apple nor TSMC has confirmed specific plans.