Discussion

• @matthewstoller Matt Stoller on x

  Chip assembly monopolist Taiwan Semiconductor is raising prices, which will drive price hikes throughout the economy. https://www.wsj.com/...

• @nerdtechgasm @nerdtechgasm on x

  TSMC raising prices again.. I think we all know this would happen. So many customers on both old nodes and 3/5N supply has been booked out. Good news if you are a share holder. Bad news for consumers. https://www.digitimes.com/...

• @tapbot_paul Paul Haddad on x

  I don't expect a new Mac mini to get announced next month (or this year), they are going to save all those yummy chips for the $$$ MBPs. New Phones, New iPad, New Watch, New MBPs, which well is a lot.

• @leaksapplepro @leaksapplepro on x

  Technically Apple has been lowering the Pro iPhone price each year. The price has been, for the past 4 years, $999, inflation grew and the price didn't move, so technically they lowered it. They'll have to, eventually, cross that $1000 mark.

• @jioriku @jioriku on x

  Great new video from @TailosiveTech on the iPhone 13 pricing increase (Hint: he's *pretty close* to right about how they're doing it) https://www.youtube.com/...

• @levinepmc Norman Levine on x

  Can somebody say the word, inflation? https://www.wsj.com/... via @WSJ

• @wesbury Brian Wesbury on x

  Don't worry, it's transitory. https://www.wsj.com/...

• @patricknorton Patrick Norton on x

  They also plan on ending discounts for their largest customers... @apple's parts will go up 3-5%. (They consume 20% of the Fab's output.) No idea what this will do to @AMD parts, or the legion of phones, earbuds, routers, etc. that use @Qualcomm chips produced by TSMC...

• @mpelletiercio Martin Pelletier on x

  Transitory is taking on a whole new meaning. https://www.wsj.com/...

• @wellisz Chris Wellisz on x

  Chips are only one of many costs that go into a car or smartphone, but TSMC's price increases could eventually filter down to consumers next year unless brand-name companies decide to absorb the higher costs. #chipshortage #inflation https://www.wsj.com/... via @WSJ

• @htsfhickey Fred Hickey on x

  TSMC is world's largest semiconductor foundry, maker of nearly 90% of advanced chips. These 10% to20% price increases will in turn, lead to higher prices in most key electronic products NEXT YEAR. More evidence of the Fed's “transitory” inflation claims? https://www.wsj.com/...

• @matthewkeyslive Matthew Keys on x

  The world's largest manufacturer of microchips will raise its prices by 10-20 percent next year, which could make things like Apple iPhones more expensive. https://www.wsj.com/... $AAPL

• @taralach Tara Lachapelle on x

  The world's largest contract chipmaker, TSMC, is raising prices 10-20%. Guess who is one of its biggest customers 📲 https://www.wsj.com/... via @WSJ

• @jchengwsj Jonathan Cheng on x

  As global semiconductor shortage bites, Taiwan's TSMC, the world's largest contract chip maker, is raising prices by as much as 20%, according to people familiar with the matter. @yoyominnie @StephanieAYang @Kubota_Yoko https://www.wsj.com/...

• @jonst0kes @jonst0kes on x

  Not surprising, given that they've been running full out and their order book is way backlogged. I should've seen this coming when Apple mentioned they'd see shortages in high-end semis affecting their product availability in the fall. https://twitter.com/...

• @epro Emil Protalinski on x

  When supply can't meet demand, price adjusts accordingly — surprised TSMC didn't do this sooner https://twitter.com/...