台积电据悉将于 2027 年起上调晶圆代工价格,涨幅最高 10%

链捕手
Jul 21

ChainCatcher 消息,据《日经亚洲》援引多位知情人士消息报道,台积电 (TSM.N) 计划在 2027 年上调先进及成熟制程芯片的代工价格,涨幅最高可达 10%,以应对材料、制造设备及海外新厂建设成本上涨带来的压力。台积电已与客户就涨价事宜展开磋商,涉及 7 纳米及更先进制程。这部分业务在今年 4 月至 6 月季度贡献了台积电约 77%的营收。

知情人士表示,基础涨价幅度为 5%至 10%,具体取决于客户和产品。对于超出客户原先预测的高性能计算(HPC)芯片新增订单,台积电计划在基础涨价幅度之上再加收 10%至 15%的溢价。因此,部分先进制程芯片订单的整体涨价幅度可能超过 10%。在成熟制程方面(包括 12 纳米、16 纳米、28 纳米等制程以及其他传统工艺),台积电计划最高涨价 10%,但部分产品涨幅将低于这一水平。成熟制程业务在上一季度约占公司营收的 23%。知情人士称,相关谈判于 6 月左右启动,并于 7 月敲定,新价格将于 2027 年初生效。

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