TSMC’s quotation is rumored to have risen by over 10% for mature process 8-inch/12-inch wafer

According to industry sources, TSMC has increased its quotations for mature manufacturing processes, prompting suppliers, especially LCD driver IC companies, to also increase chip prices.

According to a digitimes report, TSMC recently increased its offer for 8-inch and 12-inch wafers for 28-nanometer and above processes by more than 10%. The source added that the offer has been raised at the beginning of the first quarter of this year.

It is reported that LCD driver IC suppliers that use TSMC's mature node technology (such as 55/80nm process) to manufacture TDDI chips have notified their downstream customers that the price of their chips has increased by as much as 20% to 30%.

TSMC said at a legal meeting held a few days ago that overall semiconductor demand is still strong, and capacity shortages will reach 2022; among them, mature manufacturing processes will not be released until 2023 because of new capacity, and the shortage period will continue until 2023.

Although TSMC did not respond to the reported price increase, it has previously revealed that it has cancelled the price discount for new orders this year.

In addition, sources said that other foundries, including UMC, VIS, and Power Semiconductor Manufacturing Co., have started raising prices in the first quarter and are preparing to further increase their prices in April and May. At the same time, customers of the aforementioned foundries, especially LCD driver IC companies, are considering price increases in the second quarter.