Global core shortage: the Q3 of wafer foundry such as TSMC and liandian continues to rise. Due to the global semiconductor industry tension caused by various factors since the beginning of the year, coupled with the intensified competition of upstream and downstream enterprises, all major manufacturers are preparing chips as much as possible, while the supply of major foundry exceeds the demand, and the price has increased several times.
According to Taiwan Economic Daily, a number of Fabs in Taiwan, China, decided to raise their OEM prices again in the third quarter, up to 15%, far higher than the 15% market had expected.
It is said that the production capacity of liandian and Lishi power are most sought after by customers, so the price rise of the plant is also the biggest, while TSMC and world advanced will make specific adjustments according to market conditions. The above-mentioned four Fabs are booming on the basis of peak season in the third quarter, and the revenue is expected to reach a new high.
Liandian responded that this year's average sales price (ASP) will have double-digit growth; Li Jidian Chairman Huang Chongren also said before that "now the semiconductor wafer OEM price is rising every quarter, there is no sign of coming down". The wafer manufacturer can be said to have the upper hand, "if the IC design customer's gross profit rate exceeds mine, I will increase the price.".