Taiwan Economic Daily reported that, due to inflation, supply chain scheduling and other factors affecting the rising costs, the industry rumors, TSMC next year, the process offer is rumored to rise by an average of 3% jump, but also for the third consecutive year in response to rising production costs.
However, in response to the latest rumors of price increases, TSMC remains non-committal.
Taiwan media said that the recent industry rumors again TSMC will still maintain the direction of next year’s price increase, the rate of 3% jump, the mature process up to 6%, and the previous rumors in May is probably the same, the rate of increase than the initial advanced process up 6-8%, the mature process up 8-9% slightly converge, reflecting TSMC customers and its communication after the compromise program, part of the process increase still has a certain degree of convergence, only individual customer situation still has Differences.
TSMC 2021 for the first time to cancel the price discount 2-3% measures, at the time was interpreted as a disguised price increase. 2022 also continued to reflect the rising costs, TSMC customers have been rumored in May this year, TSMC notice 2023 from the full increase in wafer foundry offer an average increase of about 6%, covering a variety of processes, an unprecedented two price increases in a year.
However, the industry also believes that TSMC 2023 each process average rumored price increase of 3% is still a mild increase.
According to the data released by TSMC, the second quarter of this year’s revenue of $18.16 billion, in line with the company’s expectations of $17.6-18.2 billion range, an annual increase of 36.6%, an increase of 3.4% from the previous year. Due to favorable exchange rates and product mix (HPC and IoT) factors, Q2 gross margin was 59.1%, exceeding the company’s expectation of 56-58%, and operating margin was 49.1%, exceeding the company’s expectation of 45-47%.
TSMC also gave an optimistic third-quarter earnings outlook, advanced process will play into the performance growth driver, is expected to reach $19.8 billion to $20.6 billion in quarterly revenue; to the median value of $20.2 billion, will increase by about 11% quarterly, better than market expectations. TSMC President Wei Zhejia said TSMC’s revenue is expected to grow 35% this year, better than the previous estimate of 30%.
