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Story summary
- Taiwan Semiconductor Manufacturing Company (TSMC) raises 3nm N3P wafer prices, lifting Qualcomm costs 16% and MediaTek 24% on flagship chips, with wafers roughly 20% pricier than the N3E process.
- Analysts expect 2nm chips to cost 50% more, pushing 2026 flagship smartphone prices higher.
- Apple, TSMC's largest customer, likely secured better pricing and avoided these increases.
