According to foreign media reports, TSMC held an order meeting with customers in advance for 2023 on May 10, and informed that from January 2023, it will comprehensively increase the price of advanced and mature process OEMs again. According to different customers, products and order sizes, the increase About 5-9%.

　　According to reports, the reason for TSMC's price increase this time is related to its own large-scale production expansion plan, inflation, cost increases and other comprehensive considerations. According to industry speculation, the main applications of TSMC's price increase should be concentrated in non-consumer fields such as high-speed computing and automotive applications, which are also applications with high visibility in 2023.

　　Regarding the rumors of the price increase, TSMC declined to comment. However, a number of IC design companies have confirmed that they have indeed received TSMC-related price increases notices.

　　In fact, regarding the pricing strategy, TSMC President Wei Zhejia previously pointed out at the legal conference that TSMC's pricing is not short-term or speculative, but strategic pricing. Some semiconductor companies have admitted that the current demand is not as good as that of the same period last year, and this time TSMC's price increase information has further established that the semiconductor market is still in a seller's market.

　　Image source: TSMC

　　TSMC's price increase notice comes less than a year after it last announced its biggest price increase plan in 10 years. In the past, TSMC at most canceled the sales discount, but in August last year, there was a rare report of a comprehensive price increase. At that time, it told customers that due to factors such as rising raw material prices and shortage of chip production capacity, it chose to increase the foundry price. Among them, the price of advanced processes increased by 7-10%, and the mature process increased by 10-20%, and officially started in the first quarter of this year. effective.

　　Under the effect of price increases, the boost to TSMC's performance can be said to be immediate.

　　On May 10, TSMC announced its April 2022 revenue report. Data shows that TSMC’s consolidated revenue in April was approximately NT$172.561 billion, an increase of 55.0% over the same period last year; the consolidated revenue in the first four months was NT$663.637 billion, a year-on-year increase of 40.1%. Whether it is monthly revenue, quarterly sales, or annual total revenue, it has reached a record high.

　　According to TSMC's estimates, the consolidated revenue for this quarter will be between US$17.6 billion and US$18.2 billion, which is expected to challenge the record high for the seventh consecutive quarter.

　　In addition, it is worth mentioning that, based on the stimulation of TSMC's price increase, concept stocks such as semiconductors, automotive electronics, and national large funds once again led the two markets today.

　　This article is reproduced from Gasgoo