TSMC will increase production technologies: Prices may increase

TSMC may raise prices

TSMC is facing incredible demand on its 3nm supply. AMD, Apple, Nvidia, Qualcomm and even Intel He is even among the company’s customers. Both artificial intelligence products and consumer products are built with the company’s 3nm processes. According to reports, TSMC’s production capacity until 2026 It’s already full.

A new report published in this context by TSMC 3nm by making a price adjustment on at least 5 percentIt is said that there will be an increase of . In addition, advanced packaging technology used especially in artificial intelligence GPUs and products CoWoS inside up to 20 percent There may be a price increase.

On the other hand, TSMC is trying to increase capacity in both production lines. While some mature production processes are being shifted to the 3nm process, packaging facilities are also being commissioned. The company’s new facility installations continue, especially in the USA. In the 3rd quarter of 2024, the company’s monthly CoWoS production capacity is expected to increase from 17,000 pieces per month to 33,000 pieces, which means a nearly two-fold increase in production capacity.

On the other hand, the report talks about price adjustments not only in 3nm and CoWoS, but also in other packaging and production processes. In addition to 3nm, 4nm and 5nm processes for artificial intelligence are also in high demand. It is also said that the shortage of advanced packaging production capacity will continue until 2025, when more than 600,000 parts are expected to be produced. With price increases, it is possible that there will be a price increase in chips for both consumers and data centers.




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