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🏭 Chipmaking's five-decade price deflation is ending just as AI needs it most
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🏭 Chipmaking's five-decade price deflation is ending just as AI needs it most

Macro Soup Newsroom Macro Soup Newsroom 3 min read

TSMC plans to raise advanced-node chip prices 3% to 10% through 2029, ending five decades of falling per-transistor costs just as AI datacenter demand peaks. SK Hynix's $26.5bn US listing swung wildly within days of its debut.

Bar chart of memory demand from global data center capex in USD billion, bars rising from 60 in 2024 to 1,398 in 2030F.
Data center memory demand is projected to surge 23 times from $60 billion in 2024 to $1.4 trillion by 2030, powering the AI-driven semiconductor boom. Source

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