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  • Past Musings
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  • Join Us
  • Contact OLED-A
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  • BOE, Tianma, TCL Report Strong Profits In 2021_03/27/22
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TSMC Flagging 10% to 20% Price Hike In 
 
“TSMC notified clients of an about 10% price hike for its sub-16nm process manufacturing, with the new prices set to be effective starting 2022, according to sources at IC design houses.” It would be the company's steepest single increase, and no doubt represents material price increases and supply chain squeezing of margins.
  • TSMC also confirmed a delay to its next-gen 3nm manufacturing this week.
  • The company will reportedly increase  a 12” wafer with 28nm  features to “nearly $3000” starting in Jan 2022.
  • Retired engineers 12” wafers with 5nm features are priced at something like $17,000.
  • High end chips, CPUs, GPUs, SoCs, will cost more, reducing margins for OEMs or causing an increase in end-product prices.

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