TSMC and UMC continue to produce big numbers. Simply amazing:
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Speaking of TSMC's revenue...it looks like they are planning a second additional price hike of "single-digit percentages" (5-8%?) across mature and cutting-edge nodes citing inflation, rising costs and its expansion plans to help alleviate the global supply crunch. The planned price hike will take effect by the beginning of 2023.
This notification comes after a year after TSMC's biggest price hike in a decade. One executive commented stating, "For the advanced chips it might work, but for matured nodes, it could be quite challenging for customers to accept."
Apologies...the source (below) is paywalled.
TSMC plans another price hike amid inflation concerns
Chip titan warns clients of second increase since 2021, citing rising costsasia.nikkei.com
Really dumb question - is there "enough" Taiwan for TSMC to continue growing at high paces for the decade ahead? i.e. enough adjacent land to existing fabs (if it matters), water resources, engineering and other talents, etc.? I don't mean this as a negative on Taiwan - I'm just curious if TSMC is running into any growth limiters in areas of geography, people, and resources?According to Malcolm Penn this morning the semiconductor market is going to take a major dump in 6-9 months so that 35% may not be possible. I'm a little more optimistic given that TSMC builds to order and N3 is going to be HUGE. The rest of the industry may well be back in the single digit growth, but not TSMC. Worst case TSMC might be back to 20% growth next year.
The future Taiwan water and electricity supply are very challenging to TSMC, especially in the electricity situation, according to TSMC's comments I read somewhere last year.Really dumb question - is there "enough" Taiwan for TSMC to continue growing at high paces for the decade ahead? i.e. enough adjacent land to existing fabs (if it matters), water resources, engineering and other talents, etc.? I don't mean this as a negative on Taiwan - I'm just curious if TSMC is running into any growth limiters in areas of geography, people, and resources?
Malcolm predicted about +6% growth for semiconductor industry in 2022. I'm a little bit unconvinced.According to Malcolm Penn this morning the semiconductor market is going to take a major dump in 6-9 months so that 35% may not be possible. I'm a little more optimistic given that TSMC builds to order and N3 is going to be HUGE. The rest of the industry may well be back in the single digit growth, but not TSMC. Worst case TSMC might be back to 20% growth next year.