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After Apple, Nvidia also intends to reject TSMC's price increase plan next year

Time:2022-09-28   Views:

Taiwan Economic Daily reported on September 27 that the semiconductor market has reversed, which has had an impact on the supply chain, and TSMC and major customers have fallen into a price tug of war. Previously, it was reported that TSMC would increase its price next year by about 6-9% according to the process, but it was later reported that there was a negotiated correction, with the increase jumping from 3% to 6% for mature processes.


However, recent market rumors pointed out that TSMC's plan to raise prices next year was rejected by its largest customer, Apple, and Nvidia, another major customer of TSMC, also intended to follow Apple in refusing to raise prices for OEM. It is estimated in the industry that MediaTek, as the third largest customer of TSMC, is also expected to receive the treatment of "exemption from price increase". However, TSMC did not comment on the above customer related price information.

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In this regard, JPMorgan Chase believes that if the terminal demand in Q4 continues to be weak this year, TSMC may withdraw its price increase plan to key customers, confirming this rumor. Morgan Stanley further warned that, as the largest customer accounting for more than 25% of TSMC's revenue, if the A series processors equipped by Apple's new iPhone next year are not fully imported into TSMC's 3nm process, TSMC's 3nm capacity utilization rate may be only five next year。


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