Culpium: TSMC Issues Price Hike Notice to All Advanced Node Customers
BlockBeats News, June 23rd. Semiconductor industry reporter Tim Culpan reported exclusively based on industry sources in his founded Culpium that since the beginning of this year, TSMC management has been asking the business development and sales team to find ways to increase fees. Sources said TSMC, seeing memory chip manufacturers successfully raise prices due to industry prosperity, also hopes to share in this round of price increase benefits. The management has instructed the sales team to combine the price increase with TSMC's technological leadership and value proposition to communicate with customers, emphasizing the competitive advantages brought by its advanced process and manufacturing capabilities, paving the way for price increases at multiple process nodes in the future.
According to TSMC's disclosure to customers, all advanced process nodes will see a price increase, including all processes at 7nm and below (even more advanced). This means that the range of price increases has expanded several times more than what customers were previously concerned about. Data shows that the 3nm process accounted for only 25% of TSMC's wafer revenue in the first quarter of this year, while the entire advanced process product portfolio accounted for 75% of wafer sales.
It is reported that some price increase measures have already begun to be implemented; even customers who have not yet been formally executed have been asked to incorporate a higher cost structure in advance into their purchase orders. As for the specific price increase, it is currently difficult to confirm accurately. There are disparities in the data provided by sources, indicating that the magnitude of the price increase may differ depending on the customer, process node, and product category. However, the current market generally believes that the range of increase is about 5% to 10%.
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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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