TSMC warns inflation may lead to chip price increases, impacting AI and consumer electronics costs
In a rare interview at its Taiwan headquarters, TSMC (the world's largest chipmaker) told the BBC that inflation is driving up operational costs and did not rule out price increases. Since TSMC produces the most advanced chips for companies like Nvidia, AMD, and Apple, any price hikes could ripple through to AI infrastructure costs and eventually consumer electronics prices. The interview also touched on the AI boom and geopolitics of semiconductor manufacturing.
Key quotes
The world's largest chipmaker has told the BBC that inflation is pushing up the cost of doing business, and did not rule out price rises.
Any increase in pricing could ripple through to the cost of AI infrastructure, and potentially over time, the prices customers pay for their electronic devices.
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