According to Taiwan’s Economic Daily News reported that the market rumors TSMC in response to rising costs, plans to increase the second half of the wafer foundry offer. In this regard, TSMC did not comment on March 17.
Taiwanese media pointed out that the industry believes that the relevant news should be misinformation, mainly because TSMC’s strategy will not increase prices arbitrarily, and it is also a critical period for semiconductor inventory adjustment. TSMC should share the difficulties with customers and let customers complete inventory reduction first. , in order to facilitate the development of industrial structure.
According to an unnamed industry source, when TSMC and IC design customers discussed and negotiated this year’s price in the middle of last year, factors such as inflation and the increase in production expansion costs at home and abroad were taken into consideration, and the quotations for each process were raised in early 2023, with an average increase of about 3. % rise.
Recently, it has been reported that TSMC plans to raise prices in the second half of the year due to cost considerations. The supply chain believes that TSMC’s new U.S. plant is a project investment, and the related expenses are earmarked for the support of TSMC’s annual stable cash flow. If the investment cost of the new plant rises, it will turn around to manage the supply chain and lower prices instead of raising prices for customers. price.
In addition, people familiar with the industry ecology said that the recent market situation is still in the stage of inventory adjustment. Although the IC design industry has successively reported short orders, the quantity is still small, and due to timeliness, production will naturally increase the price, but the overall quotation The dynamics have little effect.
The data shows that TSMC’s consolidated revenue in February was approximately NT$163.174 billion (currently approximately RMB 36.714 billion), a decrease of 18.4% month-on-month and an increase of 11.1% year-on-year; the cumulative revenue in the first two months of this year was approximately NT$363.225 billion New Taiwan dollars (approximately RMB 81.726 billion), a year-on-year increase of 13.8%.
