TSMC set to lift 2nm wafer prices, potentially prompting NVIDIA and Apple to weigh Samsung

TSMC is ramping up volume production of its 2nm process, but the per-wafer price is expected to be markedly higher than 3nm as costs rise and pricing increases in gradual steps. That shift could raise foundry costs for key customers such as Apple and NVIDIA. A South Korean report says Samsung, helped by its GAA roadmap and greater pricing flexibility, is emerging as a potential alternative—particularly for non-flagship chips in areas like automotive, robotics and edge AI.