Guardian Shenshan TSMC (2330) notified all customers at 11 o'clock in the morning on the 25th, stating that all semiconductor manufacturing processes will have a price increase of 20% from today, even if they are delivered to the production line today or orders that have already been placed are included.
In fact, the rumors of TSMC’s price increase have been unbroken since the beginning of this year. There have been rumors that TSMC’s internal preliminary decision was announced in October that it will begin to increase the price of mature processes by 20% in the first quarter of 2022, and advanced processes (5 Nai Meters, 3 nanometers) prices increased by 10%.
However, the recent 5G, Internet of Things, and automotive chip market demand has skyrocketed. With the continuous burst of orders from major foundries, chip production capacity is in short supply. Therefore, rumors of factory price increases in the 2022s have long been brewing.
However, at 11 am on the 25th, TSMC suddenly notified customers that regardless of mature and advanced manufacturing processes, they will increase prices by 20%, and emphasized that even customers who have launched production today or have placed orders are included.
TSMC’s stock price fell a few days ago, reaching a minimum of 561 yuan, close to the annual line. It was not until the market came out that the foundry price increased. The stock price stopped falling but rose two days ago. 585 yuan closed, up 6 yuan.
