$Taiwan Semiconductor Manufacturing(TSM)$ We’re looking at a significant challenge here for TSM, with electricity charges increasing by ~$1 billion annually starting in October. It’ll be interesting to see how well TSM can pass these costs on to customers, especially with the 3-8% price hike already expected for Q1. I suspect some tough conversations ahead as they navigate this situation. While it's a headwind, TSM's dominant market position might give them leverage, but we’ll need to see how much of these costs the market is willing to absorb.
I’d love to hear if anyone else has come across a second source on this.
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