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Share the QR code < / P > < p > with wechat scanning code to friends and circles of friends < / P > < p > Author: Du Yu < / P > < p > on Thursday, September 2, a message from Taiwan's IC design chip manufacturer said that TSMC, the world's largest chip OEM, has informed customers of a comprehensive price increase, but apple, the largest customer, enjoys "VIP treatment", and TSMC only increased its price by 3%, much lower than other customers < p > it is reported that TSMC said in its latest notice that "the price increase will take effect immediately". Even the list that has entered the order system is facing price increase, which confirms the rumors that the company did not respond a week ago. The quotation of mature process and advanced process chips has been increased by 10% - 20%, of which the advanced process of 7 nm and below has increased by 10% - 15%, and the mature process has increased by as much as 20% < p > the analysis points out that apple is the largest customer of TSMC, contributing more than 20% of its revenue. Apple also supports TSMC's leading in advanced process technology in recent years. Therefore, TSMC will not easily offend apple, otherwise it will not rule out the possibility of Apple supporting its competitors < p > in mid July, it was reported that Apple planned to increase the production of new iPhones by as much as 20% this year to meet the recovering consumer demand, and had asked suppliers to produce up to 90 million iPhones within the year & nbsp; 13. The company usually launches about 75 million new iPhones from September and October to the end of each year < p > in fact, TSMC "tolerated" the price increase for a year, and the price increase lagged behind other competitors, but its OEM price increase is basically a firm industry expectation < p > on the one hand, TSMC is starting to mass produce more advanced processes in the past two years, and the investment and R & D amount are increasing. At the same time, the continuous rise in the price of raw materials for wafer foundry and the expansion of the production line of the current mature process have led to a sharp rise in production costs. Thus, if TSMC wants to maintain its leading position in the market, it is imperative to raise its price < p > on June 24 this year, it was reported that the price increase of TSMC in the next decade had been determined, while TSMC reported as early as April this year that due to the global shortage of semiconductors and the increase of manufacturing costs, the price of orders would be increased by "several percentage points" in the whole year of 2022 < p > the latest news on August 25 a week ago was more detailed. The media said that TSMC planned to increase the price of 7 nm and more advanced process chips by 10% and that of mature process chips of 16 nm and above by 10% to 20% in the first quarter of next year. This is the first time that the company has adjusted the foundry price of chips in recent years. In fact, many wafer foundries, such as liandian and lijidian, have raised their quotations this year, with prices rising quarter by quarter < p > last week, there were rumors that Apple planned to raise the price of the new flagship iPhone 13 series released in September in response to TSMC's price increase. Earlier, Apple CEO cook officially warned that some apple products would be out of stock in the second half of this year due to the tight production capacity of advanced processes such as TSMC 5 nm < p > with the rapid spread of the new crown delta variant strain, the epidemic situation returned, and the global shortage of semiconductors did not ease in the second half of the year. Many analysts predicted that the shortage of chips would continue until 2023-2024 < p > as one of the biggest winners of the chip shortage, TSMC announced its brilliant second quarter earnings in mid July. Its revenue increased by 28% year-on-year to US $13.29 billion, a record high in the same period, its profit increased by 11% year-on-year to US $4.802 billion, its gross profit was us $6.649 billion and its gross profit margin was 50%. Against the background of global chip shortage, TSMC continues to be in full production, and the production capacity is still in short supply. The company expects the sales of the whole year to increase by at least 20% year-on-year, and predicts that the shortage of semiconductor supply will continue until 2022 < p > TSMC's U.S. shares rose 0.8% and closed up 0.3% on Thursday, rising for nine consecutive trading days, the highest since July 14, recovering all the decline since the release of the second quarterly report, up nearly 11% so far this year. Apple closed up 0.8% on Thursday, hitting a new closing high

2023-03-22 10:04:42