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TSMC rises over 2%, 3nm foundry prices may increase by 15%, capacity at full utilization still cannot meet demand
According to supply chain sources, TSMC's advanced process technology in the second half of the year will moderately raise foundry prices in response to upstream price increases.
It is expected that the highly sought-after 3-nanometer process will see a 15% increase.
Chip industry insiders pointed out that customer queueing has not significantly eased, despite TSMC continuously ramping up wafer capacity.
In the second quarter, monthly capacity will reach between 160k and 175k wafers, but the growth rate of AI demand still far exceeds market expectations.
(Tech Stock Bao Broadcast)