TSMC plans to hike prices on mature-process chip manufacturing by a single-digit percent in the 4th quarter, media report, citing multiple unnamed chip design houses, with new pricing to take effect in January. Price hikes will vary by customer. Media surmise the AI boom is driving demand beyond advanced node (GPU, ASIC) chips into mature chips such as power management (PMIC), more. $Taiwan Semiconductor(TSM.US) $STMicroelectronics NV(STM.US) #semiconductors
Source: Dan Nystedt
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