Back To

Will TSMC raise prices again next year? After the rumor of Apple, the semiconductor manufacturer also intends to refuse

09/28/2022 TSMC, TSMC semiconductor prices, Apple, Nvidia

untitled-design-51-640x375

(The picture comes from the Internet)

　　According to Taiwanese media reports, leading wafer foundry manufacturer TSMC plans to raise prices again next year, but this price increase plan was rejected by Apple. It is understood that Apple is TSMC’s largest customer, accounting for more than 25% of its revenue.

　　It is worth mentioning that in addition to Apple, Nvidia, another major customer of TSMC, also intends to demand the same treatment. According to industry estimates, MediaTek, which is TSMC's third largest customer, is also expected to receive "exemption from price increases".

　　TSMC declined to comment on the aforementioned customer-related price news.

　　Previously, it was reported in the industry that TSMC will increase its price next year, and the rate will vary from 6% to 9% depending on the process. However, it was later reported that there was a negotiated revision. The increase will start from 3%, and the mature process will increase by 6%.

　　TrendForce, a market research firm, pointed out that TSMC's 5/4nm revenue increased by about 11.1% quarter-on-quarter, making it the process with the best revenue performance in the second quarter, as new product processes for HPC customers such as Nvidia, AMD, and Bitmain are gradually increasing in volume. Node; 7/6nm, despite the uncertain market outlook for mid-to-low-end smartphones and the revision of orders by customers, but still supported by mainstream products from HPC customers, revenue of this process node increased by 2.8% quarter-on-quarter.

　　According to industry analysts, advanced processes are one of the main sources of TSMC's revenue. In the second quarter's revenue structure, the 5nm process contributed 21%, and the 7nm process contributed 30%, which means that processes below 7nm contributed more than 50% to TSMC. %, once the price rise is blocked, it will have a considerable impact on TSMC.

　　Parts of materials of this site come from the internet, please contact if there is infringement

Company News Electronic Components News

Latest news release

12 semiconductor companies set up ‘JOINT2’ alliance Will TSMC raise prices again next year? After the rumor of Apple, the semiconductor manufacturer also intends to refuse Mass production and shipment in the second half of the year? MediaTek 5G chips are said to enter the supply chain of European and Asian car brands TSMC's Kaohsiung 28nm new plant has made new progress Semiconductor equipment giant Fanlin Group opens Indian engineering center to advance next-generation chip technology Solidigm plans to build semiconductor R&D center in the United States The supply of related flash memory chips is insufficient, and the speed of some PCIe 5.0 SSDs is limited? NIST and Google reach chip cooperation agreement to develop new nanotechnology and semiconductor devices Intel's $20 billion chip production base starts construction Samsung: Sharp decline in chip sales will continue into next year

People are watching

12 semiconductor companies set up ‘JOINT2’ alliance Will TSMC raise prices again next year? After the rumor of Apple, the semiconductor manufacturer also intends to refuse Solidigm plans to build semiconductor R&D center in the United States Renesas Electronics to acquire Reality AI, expected to complete by end of 2022 NXP Semiconductors plans to expand its chip factory in Texas with $2.6 billion Costing US$244 million, STMicroelectronics expands SiC power device packaging capacity ASML's new-generation EUV lithography machine costs nearly 2.7 billion yuan Apple's A16 chip is still rumored to use TSMC's 5nm, and the M2 chip is changed to 3nm Not TSMC OEM! Google's second-generation Tensor continues to find Samsung's 4nm process Samsung's huge investment of 450 trillion won: chip design and foundry, equipment, new factory in the United States?