Taiwan media: chipmakers are considering renegotiating prices with TSMC and plan to cut the price increase to 3%

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On August 22, Taiwan Electronic Times quoted industry sources as reporting that IC designers are considering renegotiating wafer foundry prices with TSMC, hoping to reduce some of the price increases to 3%. TSMC previously announced that most processes will be available from January 2023. The starting price is about 6%. However, IC designers also admitted that it is difficult to negotiate prices with TSMC, which faces high costs.

It is reported that TSMC’s most concerned Nanke Fab 18 plant is mainly based on the 5/4 nanometer process, and 3 nanometers will also be mass-produced soon, and the capacity utilization rate is more than 100%. However, the popular Fab 15A plant’s 28 nanometer and Fab The 45nm process capacity of the 14A factory is slightly loose, and it is less than 100%. It is estimated that it will further decline from the end of the year to the first half of 2023. This is also an opportunity for IC designers who place orders in these two major processes to negotiate with TSMC.

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