E pānuihia ana ko TSMC e hiahia ana ki te hiki i ngā utu waea i tāna hanganga mai i te 3% ki te 6% ka timata i Hānuere 2027, ā, ka tērā pea ngā pikinga nui mō ngā pātai arataki. Ka taea e tēnei te piki i ngā utu hoko rorohiko a Apple. I te taha ki ngā pānuitanga i mua e pā ana ki te whakaaetanga a Apple i ngā utu mōhio tūtohu o Samsung Electronics mō te kwata tuatahi o te tau e tū mai ana, kua hoki mai te tārewa o tētahi atu pikinga utu mō te whakatipuranga e tū mai ana o ngā iPhones.
I runga i tētahi pānuitanga a DigiTimes, e kōrero ana ngā pāpāho maha ko ngā puna o te ratonga whakarato e whakaaro ana ko TSMC ka whakarereke i āna utu waea-mai i te 3% ki te 6% kāti tīmataria mai i Hānuere 2027, e ai ki te pātai me te hua. Ko ngā pātai arataki, tae atu ki ngā 2-nanometer me ngā 3-nanometer, e tērā pea e kite ana i ngā pikinga nui. Ka kīia e pā ana ki te whakataurite i ngā pātai e pā ana ki ngā tukanga pakeke me ngā pukenga, e ai ki te hua, te whakamahi kaha, me ngā āhuatanga o te kaihoko.
I whakautu te TSMC: “Kāore te TSMC e kōrero mō ngā take utu. Ko tā mātou rautaki utu i ngā wā katoa he rautaki, kāore he tupono, ā, ka noho mātou ki te mahi ngātahi me ō mātou kaihoko ki te tuku i te uara.”
I kī ngā puna o te ratonga whakarato ko te tono e mau ana te nui i te mōhiohio e wātea ana mō ngā tukanga 2-nanometer me ngā 3-nanometer o TSMC, i te wā e kī ana ko te kaha mō ngā hangarau kōrero matomato pērā i te CoWoS e noho katoa ana. Mēnā ka whai hua ngā whakarereketanga utu, ka pāngia a Apple, e whakamahi ana i ngā tukanga arataki a TSMC, ki te piki atu ngā utu rorohiko. Ko te pikinga tūturu ka whakawhirinaki anō ki ngā tikanga hoko i whakaaetia e ngā kamupene e rua.
I pānuitia hoki ko ngā utu mōhio o Apple e piki ana i te wiki kua pahure. E kī ana ngā puna rongoā ka whakaaetia e Apple ngā utu mōhio o Samsung Electronics mō te kwata tuatahi o te tau 2027, whai mai ana ko te DRAM e tata ana ki te $2 mō ia gigabit me te NAND e tata ana ki te $0.33 mō ia gigabit. Ka tohu ēnei utu he pikinga e pā ana ki te 30% ki te 40% mai i ngā taumata o te kwata tuatoru o tēnei tau.
Kua piki kē a Apple i ngā utu tīmatanga o āna tauira iPhone 18 Pro i tēnei tau.
I Taiwan, ka tīmataria te iPhone 18 Pro 256GB i NT$44,900, e piki ana i NT$5,000 mai i te NT$39,900 te utu tīmatanga o te iPhone 17 Pro i te tau kua hipa. Ka piki hoki te iPhone 18 Pro Max mai i NT$44,900 ki NT$49,900, he pikinga anō mō NT$5,000. Ko ngā pikinga e pā ana ki te 12.5% me te 11.1%.
I te United States, ko ngā utu tīmatanga o ngā tauira e rua i piki anō e $100, e whakatutuki ana ki te $1,199 me te $1,299, e ai ki te whiriwhiri.
Mēnā ka piki anō ngā utu a TSMC me ngā kaiwhakanao mōhio i te tau 2027, ka taea e Apple te pānga ki te piki anō i ngā utu iPhones mō te tau tūātea tuarua. Ka whakawhirinaki te whakaaro o te kamupene mō te whakaritenga ki ngā utu hoko tūturu me ngā whakaritenga utu.
I heke ngā mōhio a Apple e $2.73, kāore e 0.80%, ki te $337.02. I heke anō te TSMC’s American depositary receipts e $5.43, kāore e 1.20%, ki te $446.57.