最高20%！台积电芯片拟全面提价消费电子价格或水涨船高

同花顺财经2021-08-27

持续了大半年的芯片荒至今没有得到很好的缓解，半导体生产商已经“被迫”开始上调芯片出厂价，此举或将导致消费电子产品涨价。　　据华尔街日报援引知情人士透露，台积电计划将最先进制程芯片(7纳米、5纳米)的价格上调约10%，而汽车制造商等客户使用的成熟制程芯片将上调约20%。提价总体将在今年晚些时候或明年生效。　　受此消息推动，昨日台积电在台湾股市上涨1.5%，为连续第四日上涨；隔夜台积电美股同样涨近1%...

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n最高20%！台积电芯片拟全面提价 消费电子价格或水涨船高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 10:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml><strong>同花顺财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>持续了大半年的芯片荒至今没有得到很好的缓解，半导体生产商已经“被迫”开始上调芯片出厂价，此举或将导致消费电子产品涨价。　　据华尔街日报援引知情人士透露，台积电计划将最先进制程芯片(7纳米、5纳米)的价格上调约10%，而汽车制造商等客户使用的成熟制程芯片将上调约20%。提价总体将在今年晚些时候或明年生效。　　受此消息推动，昨日台积电在台湾股市上涨1.5%，为连续第四日上涨；隔夜台积电美股同样涨近1%...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_TW","symbol_name":"MSCI台指","start_time":0,"source_url":"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml","article_id":"2162862012","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2"],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2162862012","pubTimestamp":1630030916,"columns":[],"sourceInfo":{"source_id":"tonghuashun","name":"同花顺"},"weMediaInfo":null,"summary":"这是台积电年内首度全面涨价，涨价范围包含7纳米及5纳米的先进制程芯片，涨幅约7%至9%，其余成熟制程代工芯片涨幅约20%，提价将在今年晚些时候或明年生效。 ...","collect":0,"end_time":0,"defaultTopTitle":"10jqka.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159732":"消费电子","159813":"芯片","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"translate_title":"Up to 20%! Taiwan Semiconductor Manufacturing Chip plans to raise the price of consumer electronics in an all-round way","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159732":1,"159813":1,"TWmain":1,"EWT":0.6,"TSM":1,"03145":0.6},"content_text":"持续了大半年的芯片荒至今没有得到很好的缓解，半导体生产商已经“被迫”开始上调芯片出厂价，此举或将导致消费电子产品涨价。　　据华尔街日报援引知情人士透露，台积电计划将最先进制程芯片(7纳米、5纳米)的价格上调约10%，而汽车制造商等客户使用的成熟制程芯片将上调约20%。提价总体将在今年晚些时候或明年生效。　　受此消息推动，昨日台积电在台湾股市上涨1.5%，为连续第四日上涨；隔夜台积电美股同样涨近1%。　　在全球芯片短缺局面加剧之际，分析师指出此次台积电涨价有两个目的。短期内，高价芯片会压制需求，为没有其他选择的客户保留供应。而从长远来看，提价有助于提升台积电营收，并以此更有“侵略性”(aggressively)地投资新产能。　　Sinolink Securities半导体分析师AndrewLu指出，提价将有助于台积电为维持利润率。台积电庞大的资本预算被过多地投入到最先进制程芯片上，在成熟制程芯片领域损失了市场份额。台积电此举是顺势而为，以弥补资本支出分配不当。　　Bernstein分析师也表达了类似的看法，提价有可能推动台积电在明年一季度取得不错的业绩。其预计，台积电明年Q1营收将同比提高10%至15%，利润将提高20%至30%。　　提价将会影响所有台积电客户 最终传导至消费端　　除了提价对台积电本身的影响，投资者更关心的是对市场端的影响。　　据知情人士表示，涨价将会影响到所有台积电的客户，包括长期伙伴。而台积电通常会在8月或者9月就下一年交付产品价格与客户谈判。　　华尔街日报对此分析称，台积电涨价对供应链产生的影响，最终可能在明年传导至消费者身上，除非电子产品厂商决定内部消化更高的芯片成本。　　值得注意的是，苹果是台积电最大的客户之一。iPhone使用的芯片是台积电代工生产的先进制程微处理器，目前暂时无法确定此次涨价对苹果产生多大的影响。　　但其实苹果早在三季度财报会议上就给市场提前打了“预防针”，芯片短缺将影响7-9月iPhone的生产。　　另外值得一提的是，台积电通常会定期为大客户提供折扣优惠，但台积电CEO魏哲家曾在3月份告知客户，从今年年底开始，折扣将被取消。　　魏哲家表示，由于原材料价格上涨，以及为了扩大产能、研发更先进的芯片，台积电正面临成本上升的问题。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：hl","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":819314207,"gmtCreate":1630033908809,"gmtModify":1676530206357,"author":{"id":"4090379924892380","authorId":"4090379924892380","name":"singba","avatar":"https://static.tigerbbs.com/e35ce36ef3ec9f62f5478c6539d9afa3","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4090379924892380","idStr":"4090379924892380"},"htmlText":"棒","listText":"棒","text":"棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819314207","repostId":2162862012,"repostType":2,"repost":{"id":"2162862012","kind":"news","pubTimestamp":1630030916,"share":"https://ttm.financial/m/news/2162862012?lang=en_US&edition=fundamental","pubTime":"2021-08-27 10:21","market":"sh","language":"zh","title":"Up to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats","url":"https://stock-news.laohu8.com/highlight/detail?id=2162862012","media":"同花顺财经","summary":"这是台积电年内首度全面涨价，涨价范围包含7纳米及5纳米的先进制程芯片，涨幅约7%至9%，其余成熟制程代工芯片涨幅约20%，提价将在今年晚些时候或明年生效。 ...","content":"<p><html><body><div>The chip shortage that has lasted for more than half a year has not been well alleviated so far, and semiconductor manufacturers have been \"forced\" to start raising the ex-factory price of chips, which may lead to the price increase of consumer electronics products.</p><p>According to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It is planned to increase the price of state-of-the-art process chips (7nm, 5nm) by about 10%, while mature process chips used by customers such as automakers will increase by about 20%. The price increases will overall take effect later this year or next year.</p><p>Driven by this news, TSMC rose by 1.5% in Taiwan Province stock market yesterday, the fourth consecutive day of rise; TSMC's U.S. stocks also rose nearly 1% overnight.</p><p>At a time when the global chip shortage is intensifying, analysts point out that TSMC's price increase has two purposes. In the short term, high-priced chips will suppress demand, preserving supply for customers who have no other choice. In the long run, price increases will help boost TSMC's revenue, and thus invest more aggressively in new capacity.</p><p>AndrewLu, a semiconductor analyst at Sinolink Securities, pointed out that the price increase will help TSMC maintain profit margins. TSMC's huge capital budget has been excessively invested in state-of-the-art process chips, losing market share in mature process chips. TSMC's move is taking advantage of the trend to make up for improper allocation of capital expenditures.</p><p>Bernstein analysts also expressed a similar view, and the price increase may push TSMC to achieve good results in the first quarter of next year. It expects that TSMC's revenue in Q1 next year will improve by 10% to 15% year-on-year, and its profit will improve by 20% to 30%.</p><p>　　<strong>The price increase will affect all TSMC customers and eventually transmit to the consumer side</strong></p><p>In addition to the impact of price increase on TSMC itself, investors are more concerned about the impact on the market side.</p><p>According to people familiar with the matter, the price increase will affect all TSMC customers, including long-term partners. TSMC usually negotiates with customers in August or September on the price of products delivered next year.</p><p>According to the Wall Street Journal's analysis, the impact of TSMC's price increase on the supply chain may eventually be transmitted to consumers next year, unless electronic manufacturers decide to digest higher chip costs internally.</p><p>It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers. The chip used in iPhone is an advanced process microprocessor produced by TSMC OEM. At present, it is uncertain how much impact this price increase will have on Apple.</p><p>But in fact, Apple gave the market a \"vaccination\" in advance as early as the third quarter financial report meeting, and the chip shortage will affect the production of iPhone from July to September.</p><p>It is also worth mentioning that TSMC usually provides discounts to big customers regularly, but TSMC CEO Wei Zhejia told customers in March that the discounts will be cancelled from the end of this year.</p><p>Wei Zhejia said that TSMC is facing rising costs due to rising raw material prices and to expand production capacity and develop more advanced chips.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Flush</a>Finance (ths518), Get More Opportunities</strong></p><p><span></span><div><span>Editor in charge: hl</span></div></div></body></html></p>","source":"tonghuashun","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Up to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUp to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-08-27 10:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>The chip shortage that has lasted for more than half a year has not been well alleviated so far, and semiconductor manufacturers have been \"forced\" to start raising the ex-factory price of chips, which may lead to the price increase of consumer electronics products.</p><p>According to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It is planned to increase the price of state-of-the-art process chips (7nm, 5nm) by about 10%, while mature process chips used by customers such as automakers will increase by about 20%. The price increases will overall take effect later this year or next year.</p><p>Driven by this news, TSMC rose by 1.5% in Taiwan Province stock market yesterday, the fourth consecutive day of rise; TSMC's U.S. stocks also rose nearly 1% overnight.</p><p>At a time when the global chip shortage is intensifying, analysts point out that TSMC's price increase has two purposes. In the short term, high-priced chips will suppress demand, preserving supply for customers who have no other choice. In the long run, price increases will help boost TSMC's revenue, and thus invest more aggressively in new capacity.</p><p>AndrewLu, a semiconductor analyst at Sinolink Securities, pointed out that the price increase will help TSMC maintain profit margins. TSMC's huge capital budget has been excessively invested in state-of-the-art process chips, losing market share in mature process chips. TSMC's move is taking advantage of the trend to make up for improper allocation of capital expenditures.</p><p>Bernstein analysts also expressed a similar view, and the price increase may push TSMC to achieve good results in the first quarter of next year. It expects that TSMC's revenue in Q1 next year will improve by 10% to 15% year-on-year, and its profit will improve by 20% to 30%.</p><p>　　<strong>The price increase will affect all TSMC customers and eventually transmit to the consumer side</strong></p><p>In addition to the impact of price increase on TSMC itself, investors are more concerned about the impact on the market side.</p><p>According to people familiar with the matter, the price increase will affect all TSMC customers, including long-term partners. TSMC usually negotiates with customers in August or September on the price of products delivered next year.</p><p>According to the Wall Street Journal's analysis, the impact of TSMC's price increase on the supply chain may eventually be transmitted to consumers next year, unless electronic manufacturers decide to digest higher chip costs internally.</p><p>It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers. The chip used in iPhone is an advanced process microprocessor produced by TSMC OEM. At present, it is uncertain how much impact this price increase will have on Apple.</p><p>But in fact, Apple gave the market a \"vaccination\" in advance as early as the third quarter financial report meeting, and the chip shortage will affect the production of iPhone from July to September.</p><p>It is also worth mentioning that TSMC usually provides discounts to big customers regularly, but TSMC CEO Wei Zhejia told customers in March that the discounts will be cancelled from the end of this year.</p><p>Wei Zhejia said that TSMC is facing rising costs due to rising raw material prices and to expand production capacity and develop more advanced chips.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Flush</a>Finance (ths518), Get More Opportunities</strong></p><p><span></span><div><span>Editor in charge: hl</span></div></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"159732":"消费电子","159813":"芯片","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2162862012","content_text":"持续了大半年的芯片荒至今没有得到很好的缓解，半导体生产商已经“被迫”开始上调芯片出厂价，此举或将导致消费电子产品涨价。　　据华尔街日报援引知情人士透露，台积电计划将最先进制程芯片(7纳米、5纳米)的价格上调约10%，而汽车制造商等客户使用的成熟制程芯片将上调约20%。提价总体将在今年晚些时候或明年生效。　　受此消息推动，昨日台积电在台湾股市上涨1.5%，为连续第四日上涨；隔夜台积电美股同样涨近1%。　　在全球芯片短缺局面加剧之际，分析师指出此次台积电涨价有两个目的。短期内，高价芯片会压制需求，为没有其他选择的客户保留供应。而从长远来看，提价有助于提升台积电营收，并以此更有“侵略性”(aggressively)地投资新产能。　　Sinolink Securities半导体分析师AndrewLu指出，提价将有助于台积电为维持利润率。台积电庞大的资本预算被过多地投入到最先进制程芯片上，在成熟制程芯片领域损失了市场份额。台积电此举是顺势而为，以弥补资本支出分配不当。　　Bernstein分析师也表达了类似的看法，提价有可能推动台积电在明年一季度取得不错的业绩。其预计，台积电明年Q1营收将同比提高10%至15%，利润将提高20%至30%。　　提价将会影响所有台积电客户 最终传导至消费端　　除了提价对台积电本身的影响，投资者更关心的是对市场端的影响。　　据知情人士表示，涨价将会影响到所有台积电的客户，包括长期伙伴。而台积电通常会在8月或者9月就下一年交付产品价格与客户谈判。　　华尔街日报对此分析称，台积电涨价对供应链产生的影响，最终可能在明年传导至消费者身上，除非电子产品厂商决定内部消化更高的芯片成本。　　值得注意的是，苹果是台积电最大的客户之一。iPhone使用的芯片是台积电代工生产的先进制程微处理器，目前暂时无法确定此次涨价对苹果产生多大的影响。　　但其实苹果早在三季度财报会议上就给市场提前打了“预防针”，芯片短缺将影响7-9月iPhone的生产。　　另外值得一提的是，台积电通常会定期为大客户提供折扣优惠，但台积电CEO魏哲家曾在3月份告知客户，从今年年底开始，折扣将被取消。　　魏哲家表示，由于原材料价格上涨，以及为了扩大产能、研发更先进的芯片，台积电正面临成本上升的问题。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：hl","news_type":1,"symbols_score_info":{"159732":1,"159813":1,"TWmain":1,"EWT":0.6,"TSM":1,"03145":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":819312981,"gmtCreate":1630033748943,"gmtModify":1676530206140,"author":{"id":"4090379924892380","authorId":"4090379924892380","name":"singba","avatar":"https://static.tigerbbs.com/e35ce36ef3ec9f62f5478c6539d9afa3","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4090379924892380","idStr":"4090379924892380"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819312981","repostId":2162862012,"repostType":2,"repost":{"id":"2162862012","kind":"news","pubTimestamp":1630030916,"share":"https://ttm.financial/m/news/2162862012?lang=en_US&edition=fundamental","pubTime":"2021-08-27 10:21","market":"sh","language":"zh","title":"Up to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats","url":"https://stock-news.laohu8.com/highlight/detail?id=2162862012","media":"同花顺财经","summary":"这是台积电年内首度全面涨价，涨价范围包含7纳米及5纳米的先进制程芯片，涨幅约7%至9%，其余成熟制程代工芯片涨幅约20%，提价将在今年晚些时候或明年生效。 ...","content":"<p><html><body><div>The chip shortage that has lasted for more than half a year has not been well alleviated so far, and semiconductor manufacturers have been \"forced\" to start raising the ex-factory price of chips, which may lead to the price increase of consumer electronics products.</p><p>According to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It is planned to increase the price of state-of-the-art process chips (7nm, 5nm) by about 10%, while mature process chips used by customers such as automakers will increase by about 20%. The price increases will overall take effect later this year or next year.</p><p>Driven by this news, TSMC rose by 1.5% in Taiwan Province stock market yesterday, the fourth consecutive day of rise; TSMC's U.S. stocks also rose nearly 1% overnight.</p><p>At a time when the global chip shortage is intensifying, analysts point out that TSMC's price increase has two purposes. In the short term, high-priced chips will suppress demand, preserving supply for customers who have no other choice. In the long run, price increases will help boost TSMC's revenue, and thus invest more aggressively in new capacity.</p><p>AndrewLu, a semiconductor analyst at Sinolink Securities, pointed out that the price increase will help TSMC maintain profit margins. TSMC's huge capital budget has been excessively invested in state-of-the-art process chips, losing market share in mature process chips. TSMC's move is taking advantage of the trend to make up for improper allocation of capital expenditures.</p><p>Bernstein analysts also expressed a similar view, and the price increase may push TSMC to achieve good results in the first quarter of next year. It expects that TSMC's revenue in Q1 next year will improve by 10% to 15% year-on-year, and its profit will improve by 20% to 30%.</p><p>　　<strong>The price increase will affect all TSMC customers and eventually transmit to the consumer side</strong></p><p>In addition to the impact of price increase on TSMC itself, investors are more concerned about the impact on the market side.</p><p>According to people familiar with the matter, the price increase will affect all TSMC customers, including long-term partners. TSMC usually negotiates with customers in August or September on the price of products delivered next year.</p><p>According to the Wall Street Journal's analysis, the impact of TSMC's price increase on the supply chain may eventually be transmitted to consumers next year, unless electronic manufacturers decide to digest higher chip costs internally.</p><p>It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers. The chip used in iPhone is an advanced process microprocessor produced by TSMC OEM. At present, it is uncertain how much impact this price increase will have on Apple.</p><p>But in fact, Apple gave the market a \"vaccination\" in advance as early as the third quarter financial report meeting, and the chip shortage will affect the production of iPhone from July to September.</p><p>It is also worth mentioning that TSMC usually provides discounts to big customers regularly, but TSMC CEO Wei Zhejia told customers in March that the discounts will be cancelled from the end of this year.</p><p>Wei Zhejia said that TSMC is facing rising costs due to rising raw material prices and to expand production capacity and develop more advanced chips.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Flush</a>Finance (ths518), Get More Opportunities</strong></p><p><span></span><div><span>Editor in charge: hl</span></div></div></body></html></p>","source":"tonghuashun","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Up to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUp to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-08-27 10:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>The chip shortage that has lasted for more than half a year has not been well alleviated so far, and semiconductor manufacturers have been \"forced\" to start raising the ex-factory price of chips, which may lead to the price increase of consumer electronics products.</p><p>According to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It is planned to increase the price of state-of-the-art process chips (7nm, 5nm) by about 10%, while mature process chips used by customers such as automakers will increase by about 20%. The price increases will overall take effect later this year or next year.</p><p>Driven by this news, TSMC rose by 1.5% in Taiwan Province stock market yesterday, the fourth consecutive day of rise; TSMC's U.S. stocks also rose nearly 1% overnight.</p><p>At a time when the global chip shortage is intensifying, analysts point out that TSMC's price increase has two purposes. In the short term, high-priced chips will suppress demand, preserving supply for customers who have no other choice. In the long run, price increases will help boost TSMC's revenue, and thus invest more aggressively in new capacity.</p><p>AndrewLu, a semiconductor analyst at Sinolink Securities, pointed out that the price increase will help TSMC maintain profit margins. TSMC's huge capital budget has been excessively invested in state-of-the-art process chips, losing market share in mature process chips. TSMC's move is taking advantage of the trend to make up for improper allocation of capital expenditures.</p><p>Bernstein analysts also expressed a similar view, and the price increase may push TSMC to achieve good results in the first quarter of next year. It expects that TSMC's revenue in Q1 next year will improve by 10% to 15% year-on-year, and its profit will improve by 20% to 30%.</p><p>　　<strong>The price increase will affect all TSMC customers and eventually transmit to the consumer side</strong></p><p>In addition to the impact of price increase on TSMC itself, investors are more concerned about the impact on the market side.</p><p>According to people familiar with the matter, the price increase will affect all TSMC customers, including long-term partners. TSMC usually negotiates with customers in August or September on the price of products delivered next year.</p><p>According to the Wall Street Journal's analysis, the impact of TSMC's price increase on the supply chain may eventually be transmitted to consumers next year, unless electronic manufacturers decide to digest higher chip costs internally.</p><p>It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers. The chip used in iPhone is an advanced process microprocessor produced by TSMC OEM. At present, it is uncertain how much impact this price increase will have on Apple.</p><p>But in fact, Apple gave the market a \"vaccination\" in advance as early as the third quarter financial report meeting, and the chip shortage will affect the production of iPhone from July to September.</p><p>It is also worth mentioning that TSMC usually provides discounts to big customers regularly, but TSMC CEO Wei Zhejia told customers in March that the discounts will be cancelled from the end of this year.</p><p>Wei Zhejia said that TSMC is facing rising costs due to rising raw material prices and to expand production capacity and develop more advanced chips.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Flush</a>Finance (ths518), Get More Opportunities</strong></p><p><span></span><div><span>Editor in charge: hl</span></div></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"159732":"消费电子","159813":"芯片","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2162862012","content_text":"持续了大半年的芯片荒至今没有得到很好的缓解，半导体生产商已经“被迫”开始上调芯片出厂价，此举或将导致消费电子产品涨价。　　据华尔街日报援引知情人士透露，台积电计划将最先进制程芯片(7纳米、5纳米)的价格上调约10%，而汽车制造商等客户使用的成熟制程芯片将上调约20%。提价总体将在今年晚些时候或明年生效。　　受此消息推动，昨日台积电在台湾股市上涨1.5%，为连续第四日上涨；隔夜台积电美股同样涨近1%。　　在全球芯片短缺局面加剧之际，分析师指出此次台积电涨价有两个目的。短期内，高价芯片会压制需求，为没有其他选择的客户保留供应。而从长远来看，提价有助于提升台积电营收，并以此更有“侵略性”(aggressively)地投资新产能。　　Sinolink Securities半导体分析师AndrewLu指出，提价将有助于台积电为维持利润率。台积电庞大的资本预算被过多地投入到最先进制程芯片上，在成熟制程芯片领域损失了市场份额。台积电此举是顺势而为，以弥补资本支出分配不当。　　Bernstein分析师也表达了类似的看法，提价有可能推动台积电在明年一季度取得不错的业绩。其预计，台积电明年Q1营收将同比提高10%至15%，利润将提高20%至30%。　　提价将会影响所有台积电客户 最终传导至消费端　　除了提价对台积电本身的影响，投资者更关心的是对市场端的影响。　　据知情人士表示，涨价将会影响到所有台积电的客户，包括长期伙伴。而台积电通常会在8月或者9月就下一年交付产品价格与客户谈判。　　华尔街日报对此分析称，台积电涨价对供应链产生的影响，最终可能在明年传导至消费者身上，除非电子产品厂商决定内部消化更高的芯片成本。　　值得注意的是，苹果是台积电最大的客户之一。iPhone使用的芯片是台积电代工生产的先进制程微处理器，目前暂时无法确定此次涨价对苹果产生多大的影响。　　但其实苹果早在三季度财报会议上就给市场提前打了“预防针”，芯片短缺将影响7-9月iPhone的生产。　　另外值得一提的是，台积电通常会定期为大客户提供折扣优惠，但台积电CEO魏哲家曾在3月份告知客户，从今年年底开始，折扣将被取消。　　魏哲家表示，由于原材料价格上涨，以及为了扩大产能、研发更先进的芯片，台积电正面临成本上升的问题。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：hl","news_type":1,"symbols_score_info":{"159732":1,"159813":1,"TWmain":1,"EWT":0.6,"TSM":1,"03145":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2162862012","isCrawlerRequest":true}

最高20%！台积电芯片拟全面提价 消费电子价格或水涨船高

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最高20%！台积电芯片拟全面提价消费电子价格或水涨船高