TSMC hikes chip prices up to 20% amid supply shortage
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TSMC hikes chip prices up to 20% amid supply shortage
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Re: TSMC hikes chip prices up to 20% amid supply shortage
#2Taiwan is China.
Re: TSMC hikes chip prices up to 20% amid supply shortage
#3Wonder whether that impacts contracts like Apple's where they bought out all of the initial 3nm production that TSMC can manage more than a year ago.
If not that means that Apple will have a competitive advantage on price with other manufacturers that utilize TSMC.
Re: TSMC hikes chip prices up to 20% amid supply shortage
#4Supply shortages are the excuse du jour, but so long as TSMC has the kingmaking node I expect it to become expensive. Very expensive. Expensive enough to move margin from the king their node made right back to TSMC.
Re: TSMC hikes chip prices up to 20% amid supply shortage
#5I was told the inflation was temporary. This doesn’t sound temporary!
Re: TSMC hikes chip prices up to 20% amid supply shortage
#6Wonder whether that impacts contracts like Apple's where they bought out all of the initial 3nm production that TSMC can manage more than a year ago. If not that means that Apple will have a competitive advantage on price with other manufacturers that utilize TSMC.
There are contracts for years and years ahead so I doubt current price changes will impact Apple or any other major client.
Re: TSMC hikes chip prices up to 20% amid supply shortage
#7Starting to get the feeling that the current prices for PC components are here to say.
Re: TSMC hikes chip prices up to 20% amid supply shortage
#8Starting to get the feeling that the current prices for PC components are here to say.
My guess is also that the age of high-end graphics cards for 500€/$ has come to an end. Going to order a 3070 for 850€ now, after waiting for months
Re: TSMC hikes chip prices up to 20% amid supply shortage
#9Re: TSMC hikes chip prices up to 20% amid supply shortage
#10I was told the inflation was temporary. This doesn’t sound temporary!
The inflation has been there for a while now; wages have been artificially depressed for decades while the stock market was growing 15% a year. But when there’s inflation for the rich we call it an “asset bubble”.