Taiwan Semiconductor Manufacturing Co Ltd has always been known as the "Tianzi No.1 generation factory". She not only has obvious technological advantages, but also has an invincible market position, but he has been hit again and again recently. the original plan to raise prices next year has been the largest customer.$Apple (AAPL.US)$Strict refusal, now another major client$NVIDIA (NVDA.US)$And I quit.
According to previous industry sources, Taiwan Semiconductor Manufacturing Co Ltd plans to increase contract manufacturing prices by 6-9 per cent next year and later to 3-6 per cent, with a larger increase in mature processes.
Apple Inc, who has always been strong in contributing Taiwan Semiconductor Manufacturing Co Ltd's income, mercilessly rejected Taiwan Semiconductor Manufacturing Co Ltd's price increase plan, but according to industry insiders, the two sides are still in seesaw negotiations, and prices may rise slightly in the end.
If the full range of iPhone 15 uses Taiwan Semiconductor Manufacturing Co Ltd 3nm to produce A17 chips, Taiwan Semiconductor Manufacturing Co Ltd's capacity utilization can reach 100%, and next year's income growth is expected to reach 11%.
But if, as this year, only the iPhone 15 Pro series uses 3nm A17, Taiwan Semiconductor Manufacturing Co Ltd may even have half of her spare capacity, producing only 40, 000 wafers a month, and revenue growth will fall to 7 per cent next year.
According to the latest media reportsNVIDIA also asked Taiwan Semiconductor Manufacturing Co Ltd to get the same treatment as Apple Inc.
In additionMediaTek does not rule out joining this category.
At present, MediaTek is Taiwan Semiconductor Manufacturing Co Ltd's third largest customer, while AMD ranks second.
Although the status of NVIDIA is not so high, after changing the GPU process from Samsung N8 to Taiwan Semiconductor Manufacturing Co Ltd 4N, the demand has also increased greatly.
Especially recently, in order to sell more A100 and H100 acceleration cards to Chinese customers before they were banned, NVIDIA urgently placed a large number of orders to Taiwan Semiconductor Manufacturing Co Ltd.
In this way, AMD, Qualcomm Inc, Broadcom Ltd, Sony Group Corp, these are also big customers, will not agree to Taiwan Semiconductor Manufacturing Co Ltd's price increase plan?