The core shortage problem continues, TSMC may increase chip prices next year

　　Reading guide：According to media reports，TSMC will raise foundry prices next year，actually，TSMC is not the only foundry that has raised prices，China's Taiwan and Chinese mainland's large foundry factories have already started to raise prices.。

　　from2020From the end of the year，An unprecedented global core shortage problem began to break out。Half a year after the core shortage problem broke out，The chip may be from“nowhere to buy it”become“cannot afford”。

　　According to media reports，TSMC will raise foundry prices next year，among16The price of mature process chips of nanometer and above has increased10%to20%，Also includes7Price increase of nano and more advanced process chips10%，The price increase will be2022Effective in the first quarter of。

　　according to the understanding of，TSMC will start mass production in the second half of next year3nmProcess chip，And follow-up2nmWill also be in2024Mass production after，The investment amount of these advanced processes will increase exponentially。



　　on the other hand，TSMC will also actively expand mature process production lines to meet the chip needs of automobile and other industries，This also requires a lot of investment。

　　therefore，In order to obtain steady development momentum，Maintain gross profit margin and other indicators，TSMC's price rise is inevitable。

　　actually，TSMC is not the only foundry that has raised prices，China's Taiwan and Chinese mainland's large foundry factories have already started to raise prices.。

　　Chip as an important cornerstone of the data age，Once the upstream supply chain starts to raise prices，It will soon be transmitted to downstream manufacturers。The most direct impact is home appliances、mobile phone、Prices of products such as automobiles will rise。

　　In short，The most downstream of the whole semiconductor supply chain is the broad terminal market，Therefore, there are price fluctuations upstream，It will eventually be transmitted to consumers。

　　Take smart phones as an example，before realmeVice president Xu Qi has repeatedly suggested that smartphone prices may rise in the second half of this year。

　　Xu Qi said，Upstream chip of mobile phone supply chain、Battery、Impact of shortage of raw materials such as sleeve，Mobile phone prices may fluctuate in the second half of this year，The overall supply-demand relationship in the second half of the year will determine the price trend of the whole mobile phone industry。

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