Shulou(Shulou.com)11/24 Report--

CTOnews.com June 5 news, according to Taiwan's "Electronic Times" reported that although the global semiconductor market downturn, TSMC capacity utilization also dropped sharply in the first half of 2023, but the market news that TSMC has still planned to raise the advanced process quotation in 2024, and has completed negotiations with a number of major customers, the price increase probability is quite high.

▲ Touyuan PexelsIC designers said that from January 2024, TSMC plans to increase the quotation for advanced processes by 3% to 6%, depending on the process, the size of orders and the degree of cooperation. Sources also revealed that TSMC has communicated with Apple, MediaTek, AMD, Nvidia, Qualcomm, Broadcom and other customers one after another.

According to the analysis, in the face of multiple pressures such as overseas production expansion costs and electricity tariff increases, although the market is in the doldrums and many contract manufacturers are still in the state of cutting prices to maintain customers, TSMC still decided to offset costs by raising quotations for advanced processes. On the other hand, because TSMC is obviously ahead of its competitors such as Samsung in the advanced manufacturing process below 7nm, it has more strength for this increase.

TSMC said it would not comment on market rumors.

According to previous CTOnews.com reports, Nvidia CEO Huang Renxun recently confirmed the close cooperation with TSMC for the first time, and announced that the latest H100 chip will be manufactured exclusively by TSMC, and even the next generation of OEM will still be handed over to TSMC. MediaTek's 3nm products have also been launched in TSMC, and its flagship 3nm automotive chip is expected to enter mass production in 2025.

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