TSMC sẽ tăng giá wafer lên tới 10% bắt đầu từ năm 2027

The Nikkei Asia, citing multiple sources, reported that TSMC (TSM.N) plans to raise prices for advanced and mature process chips in 2027 by up to 10% to offset rising costs for materials, manufacturing equipment, and new overseas factory construction. TSMC has already begun negotiations with customers regarding the price hikes, covering 7-nanometer and more advanced processes, which accounted for approximately 77% of TSMC’s revenue in the April to June quarter this year. According to sources, the base price increase will range from 5% to 10%, depending on the customer and product. For additional orders of high-performance computing (HPC) chips exceeding customers’ original forecasts, TSMC plans to impose an additional premium of 10% to 15% on top of the base increase. As a result, the overall price increase for some advanced process chip orders may exceed 10%. For mature processes—including 12-nanometer, 16-nanometer, 28-nanometer, and other legacy technologies—TSMC plans to raise prices by up to 10%, though some products will see lower increases. Mature process business accounted for about 23% of the company’s revenue in the previous quarter. The negotiations reportedly began around June and were finalized in July, with the new prices set to take effect in early 2027. (Jinshi)