Chip Prices Jump, Chinese EVs Surge, and Rockets Attempt Redemption

Issue #2546.10 / November 10, 2025

While enjoying the weekend, the cost of building smartphones jumped, Chinese electric vehicles demolished Tesla’s UK position, and Jeff Bezos prepared another attempt to land a rocket on a ship.

TSMC quietly told its biggest clients — including Apple — that advanced chip prices are rising 8-10% starting next year. The Taiwanese foundry is ending volume d…