Orders for semiconductor fabs in the USA have surged, and Taiwan Semiconductor plans to increase prices by 30%.

According to Digitimes, influenced by the tariff war of the USA Trump administration, many American technology giants including Apple, AMD, and NVIDIA are expanding their orders at Taiwan Semiconductor's wafer plant in the USA to avoid the upcoming semiconductor tariffs. Taiwan Semiconductor is expected to raise prices by 30% to cope with the situation of insufficient production capacity. Reports indicate that due to the limited 4nm capacity at Taiwan Semiconductor's Arizona wafer fab, a queue for capacity has already begun as customer Orders pour in. To transfer the high costs of production in the USA, Taiwan Semiconductor is rumored to plan a 30% increase in the Quote for its foundry services, which is expected to further reduce the risk of losses at its USA wafer factory.