TSMC's OEM quotation below 7nm in 2024 will increase by another 3% to 6%, with Nvidia, MediaTek, AMD and others accepting the increase
因醉鞭名马幌
发表于 2023-10-19 09:34:11
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According to Taiwan's Electronic Times, TSMC has recently released its 2024 labor quotation strategy to multiple customers. According to the order size, the OEM quotation for products below 7nm will increase by another 3% to 6%, while for products above 16nm, it will remain stable in multiple dimensions; Except for some large orders or large customers with other advanced manufacturing process orders that provide sales discounts, there are generally no obvious plans to adjust the price for the time being. Semiconductor manufacturers have stated that many large manufacturers such as NVIDIA, MediaTek, and AMD are willing to accept the increase. At present, although Samsung Electronics and Intel have released plans for a 3/2 nanometer process, no major customer orders have yet fallen through. TSMC is expected to resume a healthy growth trend starting from the second quarter of 2024 at the latest. The increase in OEM quotation can also help offset high overseas factory construction and operating costs, and maintain the long-term gross profit margin target of 53%.
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声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
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