Taiwan Semiconductor raising prices

[AK9R]

According to several news reports this morning, Taiwan Semiconductor Manufacturing Company (Taiwan Semiconductor Manufacturing Company Limited) is raising prices as much as 20% on their products, a move that could result in higher prices for consumer electronics. TSMC is reported to be the largest contract chip maker in the world. Prices of its most advanced chips will increase roughly 10%, while less advanced chips used by customers like auto makers will cost about 20% more, according to sources. The higher prices will generally take effect late this year or next year.

Apple is one of TSMC's largest customers. AMD and Qualcomm are also TSMC customers.

Reportedly, TSMC is trying to push down demand for its products and provide funding for an estimated $100 billion investment in new foundries and equipment.

TSMC isn't the only chip manufacturer raising prices. GlobalFoundries, Powerchip Semiconductor, Semiconductor Manufacturing International, and United Microelectronics have all increased their prices recently.

 

[KQA726]

Here's a thought, so we aren't so hand-cuffed without foreign chip makers, how about we actually have Texas Instruments, Motorola, and others actually manufacture chips in Silicon Valley and in the USA? It's sad to see Ford have dozens and dozens of trucks sitting because they don't have a foreign-made chip to finish their product?

 

[AK9R]

Among "microchip" manufacturers:

Intel has fabs in Oregon, Arizona, New Mexico, Ireland, Israel, Costa Rica, and China.

Texas Instruments has fabs in Texas, Germany, and Japan.

Motorola became Freescale which became NXP Semiconductors. NXP has fabs in Arizona, Texas, Japan, China, Singapore, Mexico, and the Netherlands.

Analog Devices has fabs in California, Massachusetts, Washington, and Ireland.

Apple has a fab in California.

Broadcom has a fab in Colorado.

General Motors has a fab in Indiana.

Global Foundries has fabs in New York, Vermont, Germany, and Singapore.

Infineon has fabs in California, China, Germany, Hungary, Malaysia, Mexico, Singapore, South Korea, Austria,

Microchip has fabs in Colorado, Arizona, and Oregon.

Micron has fabs in Virginia, Idaho, Utah, China, Taiwan, Japan, and Singapore.

ON Semiconductor has fabs in Idaho, Maine, Pennsylvania, Oregon, New York, Japan, Belgium, Malaysia, and Czech Republic.

Renesas has fabs in California and Japan.

Samsung has fabs in Texas, South Korea, and China.

The above-mentioned TSMC has a fab in Washington, in addition to several in Taiwan, and is building a fab in Arizona which is planned to be online in 2024.

But, the world-wide "chip" market is huge and there are many more manufacturers than the ones listed above. What we generally don't know is the production capacity of any of these fabs.

 

[wa8pyr]

According to several news reports this morning, Taiwan Semiconductor Manufacturing Company (Taiwan Semiconductor Manufacturing Company Limited) is raising prices as much as 20% on their products, a move that could result in higher prices for consumer electronics. TSMC is reported to be the largest contract chip maker in the world. Prices of its most advanced chips will increase roughly 10%, while less advanced chips used by customers like auto makers will cost about 20% more, according to sources. The higher prices will generally take effect late this year or next year.

Apple is one of TSMC's largest customers. AMD and Qualcomm are also TSMC customers.

Reportedly, TSMC is trying to push down demand for its products and provide funding for an estimated $100 billion investment in new foundries and equipment.

Saw a news story on CBS today about the chip situation; Intel is building two more "fabs" (fabrication plants) in the US, and TSMC is adding production lines in response. After all, what's good for the goose, etc...

 

[chrismol1]

Global Foundries in upstate NY will be building another fab next to its current one. $1 Billion investment upgrade. Its impressive how this rural community has grown over the last decade. There are multiple fields and forests being built into housing near the fabs. What was once cow country has turned into major suburban area with an impressive technological presence. The name for this new area by politicians is Tech Valley

Also if its of interest, the forest where this is being done is the former US DOD rocket and atomic energy research/test site. Wernher von Braun stayed here conducting rocket tests throughout the 50's. yes it is a superfund site

 

[apco25]

Worldwide inflation from over spending and devaluing the US dollar.

 

[AK9R]

Ford Motor Company is taking things into their own hands. Article in The Wall Street Journal this morning says: "Ford entered a strategic agreement with U.S.-based chip maker GlobalFoundries Inc. to develop chips, a pact that could eventually lead to joint production in the U.S., the companies said Thursday. They didn’t disclose terms or say how much they might invest in future production capacity."

 

[MtnBiker2005]

Ford, GM Step Into Chip Business

Ford said it had entered into a strategic agreement with U.S.-based chip maker GlobalFoundries to develop chips; separately, GM said it was also trying to forge deeper ties with chip makers.

www.wsj.com

 

[KQA726]

And in 2024, the first chips should roll-off of their US production line? US mfgrs don't have a year to build a plant, their 1990's "just-in-time" philosphy goes away real quick during pandemics and hardline tarriffs with outsourcing to distant countries.