
After four straight years of raising prices for its advanced manufacturing processes, TSMC is now reportedly set to increase prices for its mature-node wafer production as well. Market sources say many customers have already been notified, with the new pricing expected to take effect in January next year, marking the first price hike for mature processes since the Covid-19 pandemic. Analysts say the move signals that the AI boom is no longer limited to GPUs and high-performance computing, but is now driving demand for a wider range of chips, including power management ICs and power devices. Let’s hear more.
Nobunaga Chai
Cloud Express
TSMC adjusted its prices by less than 5% in the first quarter already. The adjustments affected everything from 8-inch wafers to the most advanced tech, and mainly reflected higher production costs. Capacity utilization for 3nm and 5nm processes is above 100%. For mature-node processes, it’s close to full capacity at an average of almost 90%.
Investors are closely watching TSMC ahead of its earnings conference on July 16. Key issues include the rollout of its 2nm process, progress at its overseas fabs, competition from Samsung and Intel, and rising manufacturing costs. Confidence remains strong, with six foreign brokerages already raising their target price for TSMC shares to above NT$3,000. Now, the market is waiting to see what guidance the company will provide for the months ahead.
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台積電連續四年先進製程調漲後,最近市場傳出消息,不少台積電的客戶都收到通知,要調漲成熟製程晶圓代工的報價,預計明年一月生效,這也是新冠疫情後,台積電第一次調整成熟製程報價。業界認為,這也顯示AI熱潮也從GPU、高速運算,延伸到其他包含電源管理晶片和功率元件。
[[雲報政經產業研究院副社長 柴煥欣]]
“第一季就已經進行了一次價格的調整,5個百分點以內,而且是從八吋開始到最先進的製程,其實大部分都有調,為了反映成本的拉動。三奈米、五奈米(產能利用率),都是超過100%,但是成熟製程的部分的話,平均也都有接近90%,接近滿載的”
7/16台積電法說會將登場,市場關注二奈米量產、海外進度、三星和英特爾搶單和成本推升議題,目前6家外資將目標價,調高到3000元以上,台積電的後勢如何?靜待法說會見真章。
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