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机构:台积电高报价或延续更长时间

Organization: TSMC's high offer or will continue for a longer period

Gelonghui Finance ·  Dec 8, 2022 14:26
Gelonghui, December 8, 丨 TSMC recently announced at the first batch of machine equipment arrival ceremony at the Arizona chip factory in the US that it will increase the investment in the new plant to 40 billion US dollars. Taiwanese media quoted foreign-funded institutions as saying that TSMC's multi-regional layout will increase cost pressure, and the high price situation may continue for a longer period of time. The agency estimates that the cost of expanding TSMC's new plant in Arizona will be 35% to 45% higher, and the capital expenditure for the production capacity of 1,000 pieces per month will be about 800 million US dollars. In order to meet customer demand, TSMC continues to deploy production capacity in multiple regions, and cost pressure is bound to increase. In order to achieve the long-term gross profit target of 53%, combined with continued inflation, it is expected that TSMC's high prices may continue for a longer period of time.

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