It doesn’t sound like this is US only. The article strongly implies this is an across the board increase for all customers irrespective of the final destination of their products.
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.
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.
I don’t see how that would go down particularly well with Europe and Asia if they’re made to pay whatever percentage of Trump’s bills without getting to collect any of the tax.
Of course that’s not what’s actually happening here. They’re reporting a potential increase in prices BEFORE tariffs arguing potentially lowered demand, but really just because… money. See also the inflation cycle.
So I’m still kinda right in that scenario, in that the US would get hit with the same corporate greed monopolistic price hike as everybody else and THEN hit with whatever extra customs cost Trumpler farts out this week. The rest of us just get dragged into another fake inflation cycle because any excuse is a good excuse this decade, apparently.
It doesn’t sound like this is US only. The article strongly implies this is an across the board increase for all customers irrespective of the final destination of their products.
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.
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.
I don’t see how that would go down particularly well with Europe and Asia if they’re made to pay whatever percentage of Trump’s bills without getting to collect any of the tax.
Of course that’s not what’s actually happening here. They’re reporting a potential increase in prices BEFORE tariffs arguing potentially lowered demand, but really just because… money. See also the inflation cycle.
So I’m still kinda right in that scenario, in that the US would get hit with the same corporate greed monopolistic price hike as everybody else and THEN hit with whatever extra customs cost Trumpler farts out this week. The rest of us just get dragged into another fake inflation cycle because any excuse is a good excuse this decade, apparently.