Taiwan Semiconductor (TSMC) - ADR

TSMC (TSM.US; 2330.TT): Further Wafer Price Raise About 6% from the Beginning of 2023

Equity Bottom-Up
265 Views, 11 May 2022 10:08
EXECUTIVE SUMMARY
  • TSMC decided to notify clients that it will raise wafer price about 6% from the beginning of 2023.
  • It's believed the Fabless company's margin could be raised too much, which is considered to be abnormal.
  • There are too many factors influencing the market right now, like the inflation, geopolitical confrontation,  Russia-Ukraine war, supply-chain risks, and etc.
detail (1-minute read)
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Patrick Liao
Taiwan Tech Focused Senior Analyst
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