成熟制程，又要涨价了？

Core Viewpoint - The article discusses the anticipated price increase in mature process foundry services due to the shift of orders from customers to Taiwanese manufacturers, driven by geopolitical tensions and supply chain adjustments [1][2]. Group 1: Market Dynamics - Tower Semiconductor's customers are reportedly starting to shift orders to Taiwanese foundries, leading to a surge in demand for mature process technologies [1]. - The ongoing US-Iran conflict is prompting downstream customers to accelerate their search for alternative production capacities, which is expected to result in higher prices for securing these capacities [2]. Group 2: Company Performance - World Advanced and Powerchip are expected to benefit significantly from the increased demand, with analysts predicting a notable rise in average selling prices (ASP) and gross margins for these companies [1]. - World Advanced has a strong position in power management ICs and power discrete components, with a well-established 8-inch capacity and close relationships with international IDM customers, which may lead to better-than-expected short-term revenue growth [1]. - Powerchip is well-positioned in mature nodes and power-related processes, and with rising capacity utilization, both companies are likely to see strong support for their mid-to-long-term operations [1]. Group 3: Pricing Power - The tight capacity environment is expected to enhance the bargaining power of foundries, allowing them to raise prices for new orders and renegotiate existing contracts, thereby improving overall product pricing and gross margin performance [2].