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The latest news on Friday (April 2) shows that TSMC (TSMC), the world's largest chip foundry company, will further raise prices for semiconductors. According to the latest report from Nikkei Chinese on Friday, it learned on April 1 that TSMC will cancel discounts to customers starting from orders at the end of 2021, which will actually increase the price by several percentage points.
TSMC revealed to its customers that in order to cope with the expansion of global semiconductor demand, the company will launch a large-scale investment worth US$100 billion (about RMB 656.6 billion) in the next three years, so its price increase is the reason for the increase in manufacturing costs.
It is reported that TSMC stated that in the year starting from December 31, 2021, even if it receives a semiconductor order from customers, it will not be given previous discounts. According to reports, in the semiconductor foundry field dominated by TSMC, certain discounts will usually be given if a large number of orders are received.
Sources said that semiconductor production orders for major customers such as Apple and Qualcomm were generally given several percentage points discounts before. Now that TSMC has announced the cancellation of the offer, it is actually equivalent to a price increase of several percentage points. It is worth noting that this is not the first time that TSMC has announced a "price increase" recently.
According to statistics, TSMC has announced price increases at least three times in the past 5 days. , among them, on March 29, it was reported that TSMC will raise the price of 12-inch wafer quarter by quarter, with a maximum increase of 25%. One day later, it was reported that TSMC will increase its foundry price for its driver chips from April.
is affected by the global chip shortage. The current chip market is completely seller market , so it is expected that TSMC will frequently raise prices. Analysis pointed out that the chip shortage may not be alleviated until 2022 , so TSMC's price increase may have just begun.
. As TSMC frequently announced price increases, SMIC , which is also a chip foundry, has also followed suit. industry insiders reported on April 1 that SMIC has informed its customers that the price will be raised across the board starting from April 1, and orders that have been launched will remain the original price, and orders that have placed orders in and have not been launched will be executed at the new price. It is reported that its price increase is about 15%-30%.
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