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　　There are new rumors about the price increase of TSMC's foundry next year, and the price of each process may increase by at least 3% next year.

　　On August 26, Taiwan Economic Daily reported that due to factors such as inflation, supply chain scheduling and other factors affecting the increase in costs, it was reported in the industry that TSMC’s quotations for each process next year will rise by an average of 3%, which is also a reflection of the increase in production costs for three consecutive years.

　　However, in response to the latest rumors of price increases, TSMC still does not comment.

　　According to Taiwanese media, it has recently been reported in the industry that TSMC will continue to maintain its price increase direction next year, with an increase of 3%, and the mature process will increase by 6%, which is roughly the same as the previous rumors in May. The increase of 8-9% in mature processes has slightly converged, reflecting the compromise plan after communication between TSMC customers and them. The increase in some processes still converges to a certain extent, but the situation of individual customers is still different.

　　TSMC canceled the 2-3% price discount for the first time in 2021, which was interpreted by the outside world as a disguised price increase. 2022 will also continue to reflect rising costs. In May this year, TSMC customers have reported that TSMC has announced that from 2023, the foundry quotation will increase by an average of about 6%, covering various processes, and the price has increased twice within a year.

　　However, the industry also believes that TSMC's average price increase of 3% for each process in 2023 is still a moderate increase.

　　According to data released by TSMC, revenue in the second quarter of this year was US$18.16 billion, in line with the company's expected range of US$17.6-18.2 billion, an annual increase of 36.6% and a month-on-month increase of 3.4%. Due to favorable exchange rates and product mix (HPC and IoT) factors, gross profit margin in the second quarter was 59.1%, beating company expectations by 56-58%, and operating profit margin was 49.1%, beating company expectations by 45-47%.

　　TSMC also gave an optimistic third-quarter performance outlook. Advanced manufacturing processes will act as a driving force for performance growth. It is expected that quarterly revenue may reach US$19.8 billion to US$20.6 billion; at the median value of US$20.2 billion, it will increase by about 11% quarterly. on market expectations. Wei Zhejia, president of TSMC, said that TSMC's dollar revenue is expected to increase by 35% this year, which is better than the previous estimate of 30%.