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As “Made in America” gains traction under Trump’s looming chip tariffs, it’s coming at a cost. While TSMC is reportedly eyeing a 30% price hike for 4nm chips made in the U.S., ijiwei notes that its top customer NVIDIA has already raised official prices across almost its entire product line to protect margins.
NVIDIA, alongside AMD and Apple, is among the first to secure TSMC’s Arizona fab capacity. According to the Economic Daily News, with U.S. policy driving local chipmaking, even TSMC’s third planned fab is nearly sold out. As announced by NVIDIA in mid-April, the U.S. AI chip titan has already started to produce its Blackwell chips at TSMC’s Arizona fab.
While TSMC could possibly transfer the rising costs for U.S. manufacturing to its clients, NVIDIA’s move seems to be a rational one. As per ijiwei, NVIDIA has raised official prices across nearly its entire product line, allowing partners to follow suit with price hikes.
For example, back in mid-March, Tom’s Guide suggested that NVIDIA’s RTX 5090 prices keep climbing, with many custom models now nearing or topping $3,000 at official retailers. Now, ijiwei reports that the price has surged roughly more than 10% to reach NT$100,000 (around $3,300).
Additionally, ijiwei notes that NVIDIA is reportedly hiking prices of its H200 and B200 chips and modules to offset rising costs and support a platform shift. The ripple effect is being felt fast, as server makers are said to be raising their prices by 10–15% accordingly, the report adds.
With NVIDIA set to report earnings on May 28, all eyes are on how it will navigate the double hit of tariffs and U.S. export curbs on its H20 chips. While Bloomberg indicated AMD has already warned of a $1.5 billion annual revenue hit from the China curbs, Investopedia suggests NVIDIA could take a far bigger blow—up to $5–7 billion per quarter. Would its rumored price hike help it to weather the storm? The whole market is watching closely.
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(Photo credit: NVIDIA)