Nvidia CEO Jensen Huang recently claimed that Nvidia had become the biggest TSMC client. This means that Apple is now the second biggest TSMC customer, which has reportedly given TSMC the confidence to raise prices for Apple silicon.
However, it now appears that TSMC is taking advantage of the current situation and is trying to raise prices for Apple. In the wake of Nvidia becoming the largest TSMC client, leaker Fixed Focus Digital has claimed that TSMC CEO C.C. Wei personally visited Apple to demand the company accept “the largest price increase in recent years”.
TSMC has raised prices of its advanced process nodes for several years in a row now. The pattern is expected to continue for another four years starting in 2026. It was understood that Apple, being the biggest TSMC customer, enjoyed preferential treatment in the form of discounted pricing and priority access to cutting-edge process nodes. TSMC is now looking to charge Apple much more than it previously paid.
iPhones, iPads, and MacBooks could get more expensive in 2026
Assuming the information from Fixed Focus Digital is accurate, and Apple accepts TSMC’s demands, consumers should get ready for more expensive iPhones, MacBooks, and iPads in 2026. The iPhone 18, for instance, could see a meaningful price hike to account for TSMC raising the price of its 2 nm node.
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Fawad Murtaza – Senior Tech Writer – 1472 articles published on Notebookcheck since 2021
I am Fawad, a fellow tech nerd. As a tech junkie, my relationship with technology goes back to my childhood years. Getting my first Intel Pentium 4 PC was the start of journey that would eventually bring me to Notebookcheck. Finally, I have been writing for tech media since 2018. From small no-name projects to industry leaders, I have worked with a number of tech publications.
Fawad Murtaza, 2026-01-22 (Update: 2026-01-22)
