The news said that the wafer foundry price would rise again in the second half of the year, which the analysis said should be misreported.
CTOnews.com, March 19, Taiwan Economic Daily reported that TSMC plans to increase its wafer foundry quotation in the second half of the year in response to rising costs. TSMC did not comment on March 17.
Taiwan media pointed out that the industry believes that the relevant news should be misreported, mainly because TSMC's strategy will not increase prices arbitrarily, coupled with the critical period of semiconductor inventory adjustment, TSMC should face difficulties with customers, allowing customers to complete inventory elimination first, in order to facilitate the development of industrial structure.
According to unnamed industry sources, when TSMC and IC design customers discussed this year's prices in the middle of last year, they already took into account factors such as inflation and the rising cost of expanding production at home and abroad, and raised quotations for various processes at the beginning of 2023, with an average increase of about 3%.
Recently, there is news that TSMC plans to raise prices again in the second half of the year because of cost considerations. The supply chain believes that TSMC's new plant in the United States belongs to project investment, and the related expenses are supported by the annual stable cash flow of TSMC. If the investment cost of the new plant rises, it will turn around to manage the supply chain and bargain down rather than raise prices to customers.
In addition, people familiar with the industrial ecology said that the recent market conditions are still in the inventory adjustment stage, although the IC design industry has reported short and short order news one after another, but it is still a small number, and because of the timeliness, it will naturally increase the price production, but it has little impact on the overall pricing dynamics.
Data show that TSMC's consolidated revenue in February was about NT $163.174 billion, down 18.4% from a month earlier and up 11.1% from a year earlier, while cumulative revenue in the first two months of this year was about NT $363.225 billion (about 81.726 billion yuan), up 13.8% from a year earlier.
