historyiong
10-04

$Taiwan Semiconductor Manufacturing(TSM)$ 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.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet