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Sources say TSMC will offer price concessions for mature processes next year

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2023-11-27 09:51:18444browse

Taiwan's "Economic Daily" reported today that TSMC plans to resume price concessions for some mature processes next year. This is a move after three years. The price concession range is expected to be around 2%

Another IC design manufacturer revealed that the price concession method provided by TSMC is to use the next quarter's mask cost as a credit after the completion of the entire season.

According to the latest performance announcement, TSMC’s consolidated revenue in October was approximately NT$243.203 billion (Note from this site: currently approximately NT$54.964 billion), an increase of 34.8% from the previous month and an increase from the same period last year. 15.7%.

Cumulative revenue from January to October 2023 was approximately NT$1,779.41 billion (currently approximately NT$402.147 billion), a decrease of 3.7% from the same period last year.

Sources say TSMC will offer price concessions for mature processes next year

TSMC’s revenue in the third quarter was NT$546.73 billion (approximately NT$123.561 billion), a decrease of 10.8% from the same period last year. , but increased by 13.7% month-on-month. Net profit in the third quarter was NT$210.80 billion (approximately NT$47.641 billion), a 25.0% decrease from the same period last year, but a 16.0% month-on-month increase.

According to "MoneyDJ", Taiwan Semiconductor Manufacturing TSMC is rapidly moving towards 2nm. TSMC's production plant in Baoshan, Hsinchu, is expected to begin installing equipment in the second quarter of 2024, and plans to start mass production in the fourth quarter of 2025. It is reported that the initial monthly output is expected to be about 30,000 wafers

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