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After four straight years of raising prices for its advanced manufacturing processes, TSMC is now reportedly set to increase prices for its mature-node wafer production as well. Market sources say many customers have already been notified, with the new pricing expected to take effect in January next year, marking the first price hike for mature processes since the Covid-19 pandemic. Analysts say the move signals that the AI boom is no longer limited to GPUs and high-performance computing, but is now driving demand for a wider range of chips, including power management ICs and power devices. Let’s hear more.
Nobunaga Chai
Cloud Express
TSMC adjusted its prices by less than 5% in the first quarter already. The adjustments affected everything from 8-inch wafers to the most advanced tech, and mainly reflected higher production costs. Capacity utilization for 3nm and 5nm processes is above 100%. For mature-node processes, it’s close to full capacity at an average of almost 90%.
Investors are closely watching TSMC ahead of its earnings conference on July 16. Key issues include the rollout of its 2nm process, progress at its overseas fabs, competition from Samsung and Intel, and rising manufacturing costs. Confidence remains strong, with six foreign brokerages already raising their target price for TSMC shares to above NT$3,000. Now, the market is waiting to see what guidance the company will provide for the months ahead.
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