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NVIDIA's CEO Jensen Huang said on June 5th that TSMC's stock price is too low, and he agrees with new TSMC chairman C. C. Wei's idea about TSMC's value. Jensen promised to support TSMC in charging more for their wafers and a type of packaging called CoWoS. An article from TrendForce says that NVIDIA and TSMC will talk about chip prices for next year, which could help TSMC make more money. Jensen also said he's not too worried about problems between countries because Taiwan has a strong supply chain; TSMC is doing more than just making chips, they're handling many supply chain issues too.
Last year, many companies were waiting for TSMC's products, ever-increasing demand and production issues causing delays. Even though things got a bit better this year, there's still not enough supply. TSMC says that even making three times more 3-nanometer chips isn't enough, so they need to make even more. NVIDIA's profits are very high, much higher than other companies like AMD and even TSMC. If TSMC raises prices for these advanced processes, it won't hurt NVIDIA's profits much, but it might lower profits for other companies like Apple, AMD, and Qualcomm. It will also have an impact on end-users.
Updated on Jun 18
According to a report by Commercial Times, TSMC's 3 nm capacity is fully booked until 2026. TSMC plans to raise prices for its 3 nm chips by over 5%. It also plans to increase prices for advanced chip packaging by 10-20% next year. In addition to raising 3 nm chip prices, TSMC is also increasing production of advanced chip packaging like CoWoS due to increased demand. NVIDIA takes up about half of TSMC's packaging capacity and is expected to pay higher prices to secure more supply ahead of competitors.
View at TechPowerUp Main Site | Source
Last year, many companies were waiting for TSMC's products, ever-increasing demand and production issues causing delays. Even though things got a bit better this year, there's still not enough supply. TSMC says that even making three times more 3-nanometer chips isn't enough, so they need to make even more. NVIDIA's profits are very high, much higher than other companies like AMD and even TSMC. If TSMC raises prices for these advanced processes, it won't hurt NVIDIA's profits much, but it might lower profits for other companies like Apple, AMD, and Qualcomm. It will also have an impact on end-users.
Updated on Jun 18
According to a report by Commercial Times, TSMC's 3 nm capacity is fully booked until 2026. TSMC plans to raise prices for its 3 nm chips by over 5%. It also plans to increase prices for advanced chip packaging by 10-20% next year. In addition to raising 3 nm chip prices, TSMC is also increasing production of advanced chip packaging like CoWoS due to increased demand. NVIDIA takes up about half of TSMC's packaging capacity and is expected to pay higher prices to secure more supply ahead of competitors.
View at TechPowerUp Main Site | Source
