Price increase of wafer foundry in 2022

1. TSMC: the price of 8-inch and 12 inch processes will be increased by 10% - 20%

At the beginning of 2022, it is planned to increase the price of some 8-inch and 12 inch processes by 10% - 20%, and the increase of 12 inch processes is higher than 8 inches.

2. Liandian: an increase of 8-12% from January 2022

According to Taiwan media reports, the wafer foundry liandian will launch a new wave of price increase measures, mainly for the three major customers whose revenue accounts for more than 30%, with an increase of about 8% to 12%, which will take effect from January 2022. At present, liandian's main customers include major manufacturers such as AMD, Qualcomm, Texas Instruments and NVIDIA, as well as orders from major European manufacturers such as Infineon and Italian French semiconductor.

Liandian stressed that the new annual long-term agreement signed by some customers will be adjusted on the basis of reflecting the current market situation. According to the industry, even if the foundry price of wafer foundry rises every quarter, the capacity of liandian has basically been "completely sold out" before 2022.

3. Samsung, key Foundry: the new price will officially take effect from January to February 2022

At the end of August 2021, the customer has been informed that it plans to increase the OEM price by 15% - 20%. The specific increase depends on the customer's order quantity, chip type and contract period. The new price will officially take effect from January to February 2022.

4. Li Jidian, the world's advanced: the quotation will be adjusted every six months

The quotation will be increased by more than 10% in the first quarter of 2021; The industry expects that the two manufacturers will adjust their quotations every six months.