NEWS

In May, the news of price increase came from four of the world's top ten wafer foundry manufacturers, namely TSMC, Samsung, UMC and SMIC.

TSMC: Overall raise the foundry price of wafers by 5-8%

According to foreign media reports, affected by factors such as the continuous rise of global inflation, the rise of commodity raw material prices and its large-scale production expansion plan, TSMC held an order meeting in 2023 with customers in advance on May 10, informing them that the OEM prices of advanced and mature processes will be comprehensively increased again from January 2023, with an increase of about 5-8%. TSMC hopes to help alleviate the global supply shortage.

Samsung: The overall price increase may reach 15-20%

It is reported that Samsung is currently negotiating with customers and is expected to increase the price of wafer foundry costs by 20% in 2022 to cope with rising material and logistics costs.

Bloomberg reported that the overall price increase is about 15-20%, depending on the complexity of OEM chips, and the increase of traditional process chips will be greater. The new pricing will be implemented from the second half of this year. Samsung has completed consultations with some customers, but is still discussing with other customers.

SMIC: Negotiate price adjustment with customers

Recently, SMIC said that the continuous rise of commodity raw material prices will erode at least 10% of SMIC's gross profit margin, and the continuous rise of costs will put pressure on the company's performance in 2022. At present, SMIC is also negotiating price adjustment with customers, but has not announced a unified price increase.

In addition, industry news shows that UMC, another large foundry, also plans to raise prices by about 4% in the second quarter of 2022.