TSMC’s chip foundry increased prices by 20%, and Apple received VIP treatment: an increase of only 3%

The global semiconductor industry's production capacity has been tight for more than a year, and the prices of various chips have risen sharply. Recently, it has been reported that TSMC will increase prices by as much as 20%. This time it will change the market structure. After all, TSMC is in the chip The foundry market share exceeds 50%, which is extremely influential.

According to news from Taiwan’s IC design chip manufacturers, TSMC has notified customers of price increases. Compared with the previous rumors of price increases starting in 2022, TSMC’s latest notification is that the price increase will take effect immediately, even for orders that have entered the order system. 

The price increase this time is comprehensive. Both mature and advanced processes must be adjusted upwards by 10-20%. Among them, advanced processes of 7nm and below will increase by 10-15%, and mature processes will increase by 20%.

Although the overall price increase, the treatment of different customers is different. The latest news says that Apple is the least affected in this price increase, because TSMC’s increase is only 3%, which is much lower than other manufacturers.

The reason for Apple’s lowest increase is not difficult to guess. They are TSMC’s largest customer and contribute more than 20% of its revenue. TSMC has been able to take the lead in advanced technology in recent years. Apple’s support is indispensable, and TSMC will not easily offend it. This VIP customer, otherwise it is possible for Apple to transfer orders to other manufacturers and spend money to support TSMC’s opponents.