Core Viewpoint - TSMC is set to increase prices for advanced processes starting in September 2023, with expected price hikes of 3% to 10% for 2026, reflecting rising production costs while maintaining stable customer relationships [1][2] Group 1: Pricing Strategy - TSMC has begun discussions with clients regarding price increases for advanced processes, which will vary based on individual customer procurement levels and cooperation [1] - The anticipated price increase for TSMC's 3nm process is expected to be at least a single-digit percentage for 2026, continuing a trend of price adjustments for the fourth consecutive year [1][2] - TSMC's pricing strategy is guided by long-term partnerships rather than opportunistic pricing, emphasizing value delivery to clients [1] Group 2: Revenue and Growth Drivers - Advanced processes, particularly the 5nm and 3nm families, accounted for 60% of TSMC's revenue in Q2 and Q3 of this year, with 3nm contributing 23% and 5nm 37% [2] - The company is expected to benefit from growing demand in AI applications, with forecasts suggesting that AI-related revenue could reach 35% of TSMC's total income by 2028, potentially being achieved earlier [2] - The semiconductor industry is experiencing a price increase trend driven by AI applications, with wafer fabs planning to raise foundry prices by 2026 [2]
台积电先进制程传明年涨价 法人估涨幅3%-10%
Jing Ji Ri Bao·2025-11-01 23:29