In August last year, TSMC announced that the company adjusted the chip foundry price, among which the advanced process technology increased by about 10%, and the mature production capacity increased by about 10-20%. Less than a year later, TSMC, the world's largest wafer foundry, once again announced the price adjustment.
price increase is to alleviate global supply tightening
In less than a year, TSMC has adjusted its price twice. The reason for this price increase is that due to the epidemic, chip shortage and other reasons, the production costs of enterprises have increased, and concerns about inflation , TSMC actively promotes large-scale expansion plans to help global supply tightening problems.
Is the price increase to solve supply chain problems? You may feel that it is incredible, but considering the sharp rise in global raw materials and inflation, the cost of foundries has also increased. Simply put, if the price remains unchanged, the company's profits will be affected and even losses will occur. Of course, in the environment of such a tight chip production capacity, semiconductor manufacturing-related companies cannot lose money, but this will lead to a tight supply of global semiconductor production capacity.
TSMC's price increase this time is not expected to be very large. According to reports from multiple media, the expected increase is single digits, and the price increase will officially take effect in 2023!
TSMC's price increase is good for the domestic semiconductor industry
As a leading company in global wafer foundry, each price adjustment will have an impact on the global foundry price, so it has a huge impact on the domestic semiconductor industry. Based on the current supply and demand imbalance in the semiconductor industry, the domestic semiconductor industry, especially semiconductor foundry, will also adjust prices. In addition, the global wafer foundry capacity is very tight, and the entire industry is in an upward cycle.
will bring more benefits to domestic semiconductor companies, both revenue and net profit have increased to varying degrees, and the prosperity of the entire industry has further promoted the rapid development of domestic semiconductor companies. For example, last year, my country's semiconductor foundry share increased by about 1% (to 8.5%), and the growth rate is expected to be greater this year.
For example, SMIC, the largest wafer foundry company in China, has gradually raised its prices since March this year, with prices rising by about 15-30%. The price increase has brought higher gross profit margins and has also invested more profits in research and development. You should know that the research and development of advanced semiconductor processes is very expensive.
may not be a good thing for consumers
Inflation, tight chip production capacity, rising logistics costs, epidemic and other factors have not only increased the production costs of enterprises, but also mean that everyone's consumption costs are also increasing. For example, due to the rising prices of batteries and chips, new energy vehicle manufacturers have raised prices (ranging from thousands to tens of thousands).
In the Internet era, the demand for chips is increasing in our lives. It can be said that everything around us can be added to chips. The rising price of wafer foundry will definitely affect the sales price of terminal products, so it is not a good thing for consumers.
