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

Thanks to CTOnews.com netizens West window past, Brother Black fly's left hand clue delivery! CTOnews.com October 19 news, according to the Taiwan media "Electronic Times" reported today, TSMC has released to a number of customers 2024 industrial quotation strategy, of which the OEM below 7 nm will be "strongly rising" 3-6% more than 16 nm OEM will maintain a stable quotation, except for some large-scale orders or major customers have sales discount, generally speaking, "there is no obvious adjustment plan".

Semiconductor industry insiders said that a number of large companies, including Nvidia, AMD and MediaTek, have been "willing to accept" this increase. Due to the stronger-than-expected demand, Nvidia has placed a large order with TSMC to "accelerate operation" to produce a full range of AI GPU.

According to the report, as the destocking comes to an end and big customers return to the team one after another, TSMC's operation is expected to resume the trend of "healthy growth" in the second quarter of next year at the latest. The increase in OEM quotations is expected to help it offset the high cost of building and operating factories overseas and keep TSMC's long-term gross profit margin at 53%.

CTOnews.com previously reported that Reuters said this week that it expected TSMC's third-quarter net profit to fall 30% year-on-year, but analysts expect the company to grow strongly next year as the chip industry is coming out of the current downturn. According to data released by TSMC, revenue in the third quarter was about $17 billion (CTOnews.com Note: currently about 124.44 billion yuan), down 20% from a year earlier and roughly in the middle of the company's forecast.

Related readings:

"TSMC's third-quarter net profit is expected to decline 30% year-on-year. 2024 is expected to rebound strongly."

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