TSMC to Increase Prices for All Advanced Process Nodes

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According to ME News, on June 23 (UTC+8), semiconductor industry journalist Tim Culpan, citing industry insiders in an exclusive report on his platform Culpium, revealed that since the beginning of this year, TSMC’s management has instructed its business development and sales teams to identify ways to increase pricing. The insiders noted that TSMC, observing memory chip manufacturers successfully raising prices amid industry prosperity, aims to benefit from this pricing surge as well. Management has directed sales teams to communicate price increases in conjunction with TSMC’s technological leadership and value proposition, emphasizing the competitive advantages conferred by its advanced processes and manufacturing capabilities, thereby paving the way for future price hikes across multiple process nodes. TSMC has informed customers that all advanced process nodes—including all nodes at 7nm and below—will be subject to price increases. This means the scope of the price hikes is several times broader than what customers had previously feared. Data shows that in the first quarter of this year, 3nm processes accounted for only 25% of TSMC’s wafer revenue, while the entire advanced process portfolio represented 75% of wafer sales. Some of the price increases have already been implemented; even customers not yet formally affected have been asked to incorporate higher cost structures into their purchase orders in advance. The exact magnitude of the increases remains difficult to confirm, as data provided by insiders varies, suggesting that the extent of price hikes may differ by customer, process node, and product category. However, the market generally expects the increase range to be approximately 5% to 10%. Click the link below to join Dongcha Beating · Feishu AI News Channel for 24/7 real-time monitoring of global AI trends and news. (Source: BlockBeats)

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