International Electronics Business News on the 29th. Recently, it has been reported that the foundry TSMC will increase its 12-inch wafer quotations quarter by quarter this year. In response, TSMC responded like this...

A few days ago, some media reports quoted IC industry sources stating that Taiwanese foundry index manufacturer TSMC plans to increase the price of 12-inch wafers starting in April, by about US$400 (approximately RMB 2,617) per piece, and will Increase quarterly.

In this regard, TSMC recently responded that it is "committed to providing customer value and does not comment on price issues."

It is reported that TSMC has exclusively mass-produced 7nm and 5nm process technologies in the world last year. Previously, IC Insights, a market research agency, had estimated that TSMC’s revenue per wafer reached US$1,634 (approximately RMB 10,690), and the profitability of a single wafer was 1.42 times higher than that of UMC.

IC Insights pointed out that among the four pure wafer foundries of TSMC, UMC, Globalfoundries and SMIC, three manufacturers will increase their revenue per wafer in 2020 compared to 2019, and only GlobalFoundries will operate per wafer. Revenue decreased by 1%. TSMC’s revenue per wafer in 2020 is US$1,634 (approximately RMB 10,690), an increase of 6.79% over 2019; SMIC’s revenue per wafer in 2020 increased by about 2.39%; UMC also increased by about 8.87%.

In addition, according to a recent survey of the supply chain by foreign investors in the United States, TSMC’s maturity and demand for advanced processes continue to be strong, mainly due to applications such as 5G, high-performance computing, artificial intelligence, and automotive electronics. The short supply of foundry is expected to continue until 2022 In 2010, it is favorable for TSMC to maintain a high-end overall capacity utilization rate.