On June 5th, according to a report by the Electronic Times in Taiwan, despite the global semiconductor market downturn and a significant decline in TSMC's capacity utilization rate in the first half of 2023, there are rumors in the market that TSMC has still planned to increase its advanced process quotation in 2024 and has completed negotiations and communication with multiple major customers, with a high probability of price increases.

The IC design industry stated that starting from January 2024, TSMC plans to increase its advanced manufacturing process quotation by 3% to 6%, with different manufacturers experiencing varying increases depending on the manufacturing process, order size, and degree of cooperation. The source also revealed that TSMC has been in communication with multiple customers, including Apple, MediaTek, AMD, NVIDIA, Qualcomm, and Broadcom.

Analysis shows that in the face of multiple pressures such as overseas expansion costs and rising electricity bills, despite a sluggish market and many OEM manufacturers still in a state of reducing prices to maintain customers, TSMC has decided to offset costs by increasing advanced process quotations.

On the other hand, due to TSMC clearly leading competitors such as Samsung in advanced manufacturing processes below 7nm, it has more confidence in this increase.

TSMC stated that it would not comment on market rumors.

According to reports, NVIDIA CEO Huang Renxun recently confirmed for the first time the close cooperation with TSMC and announced that the latest H100 chip will be exclusively manufactured by TSMC, and even the next generation of foundry will still be handed over to TSMC. And MediaTek's 3nm product has also been put into production at TSMC, and its flagship 3nm automotive chip is expected to enter mass production by 2025.