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On the evening of the 25th, the supply chain reported that TSMC will continue to increase the foundry price from January next year in response to inflation and rising costs, with an average increase of 3% for advanced processes and about 5% to 6% for mature processes. 

Affected by factors such as inflation, the demand for consumer electronics such as TVs and mobile phones has slowed down. The semiconductor market has attracted much attention in the second half of the year. The market has also reported that the semiconductor supply chain has adjusted its inventory, and the price of the mature process of the foundry has also changed. A few days ago, I said that I have not heard that Taiwan-based wafer foundries have cut prices in disguise.

However, in the recent semiconductor market noise transmission, some IC designers hope that TSMC will make profits, but TSMC itself is also facing the pressure of increasing production costs, supply chain mobilization and expansion of production at home and abroad. Under the goal of ensuring a long-term gross profit margin of 53%, The industry believes that the average price increase of 3% for TSMC's various processes in 2023 is still a moderate increase.

In the past, TSMC mainly expanded capital expenditures on advanced wafer processes, but in recent years, due to the urgent needs of customers, TSMC has also expanded capital expenditures on special processes. The legal person estimates that TSMC's production capacity in special processes will increase by 50% in response to customer needs.

TSMC admitted frankly in the previous corporate briefing that it needs to observe factors such as soaring raw material prices, investment in advanced and mature process costs, overseas investment and other manufacturing cost factors. In addition, pay attention to uncontrollable exchange rate variables. In the long run, the goal of gross profit margin exceeding 53% is still feasible. achieved.