TSMC sends prices hike for clients: 10-20% in 2022 and 5-9% in 2023 | Hacker News Reader

TSMC sends prices hike for clients: 10-20% in 2022 and 5-9% in 2023

tomshardware.com

Must be nice enjoying that pricing power with virtually no competition.

This just makes Intel Foundry Services a much more enticing option as a way to play both companies against each other.

they will still use the same tools from ASML. EUV "scanner": $100 millions. High-NA EUV "scanner": half a billion $. Still cheap for the market size though.

Let them exploit their monopoly status while they can, it won't last.

Greedy moves like this will only increase the pace of TSMCs fall.

Who's going to replace them in the foreseeable future?

Intel needs a massive cultural change to become a successful foundry and regain their moving to new nodes mojo. Samsung is too messed up to play this game at TSMC's level.

Nobody else it trying now, but that might change if TSMC is indeed being "greedy" vs. passing on their increasing costs. The article talks about the pressure of making new fabs but I can't help but notice inflation is roaring now.

I'm also given to understand greed is not part of TSMC's DNA, but that can of course change over time.

Intel - until recently, Intel was recycling equipment/retiring old nodes. Now with IFS it's moving toward keeping each node alive and using it for their IFS segment.

They've brought back a lot of engineers, and are gaining traction. And they are so hungry they are sacrificing margin to gain market share, completely the opposite of TSMC.

Nvidia CEO went on the record saying he would be very open to having Intel build their semis. I bet Apple would as well, no one likes being pushed by TSMC.

That is a very Anti / cynical view of TSMC, to the point I would say it is objectively wrong.

>no one likes being pushed by TSMC.

That is true. Except TSMC never pushed any one.

A lot of companies moved production to TSMC to increase profits. Now they pay.

Samsungs roadmap seems to be fine, where do you see the issues?

They've had many issues executing, and lying about yields and such. Very unreliable.

Intel might, is US Gov helps fund it.

*if

It's funny when every material in the supply chain is more expensive, Hiking price becomes Greedy.

Interesting to see semiconductors getting more expensive. That's very new.

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