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Institution: TSMC Most Customers Agree to Increase OEM Prices in Exchange for Reliable Supply

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On July 7th, according to Securities Times, Macquarie Securities pointed out in its latest report that according to supply chain investigations, most TSMC customers have agreed to raise contract manufacturing prices in exchange for reliable supply, which will further drive TSMC's gross profit margin. According to analyst calculations, TSMC's gross profit margin will climb to 55.1% by 2025; In 2026, it will approach 60%, reaching 59.3%.
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