TSMC’s Steep 2nm Price Hikes Could Push NVIDIA and Apple Toward Samsung, as GAA Pricing Opens the Door

TSMC’s Steep 2nm Price Hikes Could Push NVIDIA and Apple Toward Samsung, as GAA Pricing Opens the Door

By Hassan Mujtaba
Publication Date: 2026-06-15 12:05:00

TSMC is expected to raise prices of its 2nm wafers, which might lead NVIDIA and Apple to consider using Samsung as an alternative.

TSMC’s 2nm Node Is the Industry-Standard, But Its Pricing May Prompt Customers To Look At Alternatives

We know that TSMC is already ramping up volume production of its cutting-edge 2nm process, which is also one of the most advanced technologies in the world. But the latest tech also comes at a high price. This is due to significantly higher demand & markups driven by rising inflation and material costs, which are gripping the industry right now.

As costs continue to rise, TSMC’s long-standing customers, such as NVIDIA and Apple, will start looking at alternatives. Korean outlet DDaily reports that Samsung is now being considered a viable alternative to TSMC due to its competitive pricing, opening the door to supply chain diversification as major firms race to secure wafer orders across different semiconductor hubs.

Although TSMC has assured that there won’t be any sudden price changes, there are reports that pricing will increase in gradual steps based on market conditions, and that trend so far has only gone upwards.

According to the semiconductor industry on the 12th, observations from within and outside the market suggest that the trend of gradually increasing unit prices for next-generation ultra-fine processes will continue, based on recent remarks by TSMC’s top management.

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