TSMC's 19.40 Billion Trading Volume Ranks 25th Amid Global Price Hike for 4-Nanometer Chips

On May 19, 2025, TSMC's trading volume reached 19.40 billion, ranking 25th in the day's stock market. TSMC's stock price fell by 0.37%.

TSMC has announced plans to increase prices for its advanced 4-nanometer chips by approximately 10% globally, with potential increases of up to 30% for chips produced at its Arizona facility. This decision is driven by higher construction and labor costs, as well as new semiconductor tariffs in the U.S. The price adjustments are part of TSMC's broader strategy to manage rising overseas manufacturing expenses.

Major clients, including Nvidia and Apple, are expected to be impacted by these price changes. Nvidia's CEO has publicly supported TSMC's decision, acknowledging the need for uniform pricing. Apple, which is expected to use TSMC's 2nm and 4nm chips in future products, may pass on some of these increased costs to consumers, potentially resulting in higher prices for devices like the iPhone 18.

TSMC's price adjustments reflect broader industry trends as chipmakers navigate supply chain shifts and cost structures affected by U.S. trade policies. The company's expansion in Arizona, which includes significant investment in advanced manufacturing, is aimed at supporting leading U.S. tech firms while managing tariff pressures and local costs.

Industry experts highlight that TSMC's move places additional cost pressures on U.S.-based clients, though it may help the company sustain its investments in advanced manufacturing infrastructure. The willingness of major clients like Nvidia to accept higher prices suggests continued strong demand for leading-edge chips, despite the higher input costs. TSMC's expansion strategy and price management are seen as efforts to balance competitiveness with financial sustainability in a complex global market.