TSMC fab prices in the US surge, with NVIDIA GPU price rises for GeForce RTX and AI GPUs

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TSMC has reportedly increased its wafer costs at its US-based semiconductor plants, with NVIDIA GPU prices expected to "rise across the board" with both gaming and AI GPU price rises on the way.

In a new post by insider @Jukanlosreve on X, DigiTimes supply chain sources have said NVIDIA is "facing multiple crises" with a reported $5.5 billion write-down on its Q1 2025 earnings thanks to the ban on its H20 AI GPUs entering China seeing CEO Jensen Huang running between the US and China to cull the impact and help pursuading the Trump administration to chill on its AI chip restrictions.

In order to maintain stable profitability, NVIDIA has reportedly raised official prices for almost "all of its products" allowing its partners to increase prices accordingly. NVIDIA launched its high-end GeForce RTX 5090 earlier this year, with custom ASUS variants launching for around NT $90,000 but surging past NT $100,000 through distribution channels, an increase of over 10%. Meanwhile, Hopper H200 and Blackwell B200 AI GPU modules and server prices have also increased.

DigiTimes reports that the supply chain notes that moving Blackwell AI GPU production to TSMC's new US-based semiconductor plants has led to "noticeable cost increases in manufacturing, materials, and logistics. Much like TSMC itself, NVIDIA has the pricing power to pass these costs on to customers, making the price hikes expected".

The non-stop AI boom isn't helping things either, as NVIDIA is selling everything it can get TSMC to make whether it's on home ground in Taiwan or TSMC's new fabs in the United States. Unfortunately, it looks like we can expect price increases "across the board" with GPUs, with the new GeForce RTX 50 series GPUs set to rise in cost, yay.