Zhitong Financial APP learned that Goldman Sachs Group released a research report saying that according to the "buy" rating of Taiwan Semiconductor Manufacturing Co Ltd (TSM.US), the forecast of a 5% increase in the price of 8-inch wafers next year will remain unchanged, and the average sales price of 12-inch wafers will be raised by 4% next year, with the target price rising from US $154 to US $163. for second-line wafer foundry factories such as United Microelectronics and World Advanced, we do not rule out such manufacturers as following the price increase. However, the bank's estimate does not include expectations of further price increases.

The bank believes that the global wafer foundry market may grow at an average annual compound rate of 16% in 2021-25, driven by accelerated growth in the global semiconductor industry, accelerated unit price growth in terminal equipment and a new round of price increases. The global wafer foundry market is estimated to rise from US $139 billion to US $181 billion in 2025. The global semiconductor market was a landmark year last year, growing 26 per cent to $556 billion, much higher than the average annual compound growth of 4 per cent over the past decade. The global foundry market is growing even faster, rising 31 per cent to $100 billion last year, well above the 10 per cent compound annual growth over the past decade. At the January results meeting, the company further raised its forecast for the average annual compound growth of long-term income in the next few years, from 15% to 15%. In addition, the guidance on the global semiconductor market (except memory chips) was revised at the last analysts' meeting, and market growth is expected to accelerate to a high number of units in the next five years.