Apple Chipmaker TSMC to Raise Prices, Affecting Future iPhones and Macs [Report]

TSMC is reportedly notifying its major clients, including Apple, of upcoming price increases for its advanced chip manufacturing processes. The hikes are said to apply to all nodes below 5nm and will begin in 2026, with yearly increases in the range of 3 to 5 percent. The information comes from leaker yeux1122 on Naver, citing sources in Taiwan.

The move will affect Apple's A-series and M-series processors, both of which rely heavily on TSMC's cutting-edge nodes. The recently released A19 chip, which powers the iPhone 17 lineup, is built on the 3-nanometer process.

Looking ahead, the same increases will carry over to Apple's next-generation chips. The company's A20 processor, expected to debut with the 2026 iPhone 18 lineup, will move to TSMC's 2nm process. Reports suggest the chip will come in two versions — a standard 'Borneo' and a higher-end 'Borneo Ultra' — used in the Pro and foldable models.


Future Mac chips, including the M6 expected in a redesigned MacBook Pro in 2026, are also expected to adopt the 2nm process. For some clients and specific production lines, TSMC is said to be considering price hikes as high as 8 to 10 percent.

While TSMC has raised prices before, this time it's positioning the increases as part of a longer-term plan. The company reportedly intends to make small annual adjustments beginning in 2026 as manufacturing costs climb and demand for advanced nodes remains strong.

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