TSMC, the world's largest chip maker, may increase prices for products made outside Taiwan, where over 90% of advanced chips are produced. 

During the first-quarter earnings call on Thursday, TSMC CEO CC Wei acknowledged the escalating costs affecting TSMC, customers, and competitors in the current global landscape.  He emphasized that in this scenario, if a customer requires products from a particular area, they will be expected to share the additional costs.  Notably, discussions regarding price adjustments with customers have already commenced.

Major companies like Apple, Nvidia, Qualcomm, and AMD rely on TSMC for chips.  Pressure to expand globally due to geopolitical reasons is pushing TSMC to build plants outside Taiwan.  

The US offered funding for TSMC to build in Arizona, but new facilities may not be as efficient.  TSMC also has plants in Japan and is building in Arizona to start mass production outside Taiwan, potentially impacting prices.

On top of that, TSMC's chip production costs in Taiwan could go up due to recent electricity price hikes and disruptions from a major earthquake.  The company is estimating losses of $92.4 million from the largest earthquake in 25 years.

Editor：Lulu

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