TSMC's price increase seems to be without warning, but as a demand side, it can only accept it with patience. Apple accepts price increases to package TSMC's 120,000-150,000 pieces of 4nm production capacity.
According to the supply chain industry, Apple's self-developed new generation A16 application processor has completed the design finalization, will use TSMC 4nm N4P process projection, is expected to start mass production in the second half of the year in TSMC Fab 18 plant.
It is reported that Apple's A16 application processor will be equipped with a new generation of iPhone14 and iPad and other products, due to the shortage of wafer foundry capacity, Apple has accepted price increases to ensure production capacity, and packageDSMC 12-15 million pieces of 4nm production capacity.
According to industry sources, TSMC's 16nm and optimized 12nm, 7nm and optimized 6nm, 5nm and optimized 4nm and other advanced processes, the average price in 2022 is about 8-10% higher than in 2021, and the price of 4nm used in Apple's A16 processor has also risen, but because it is the largest customer, the increase will be lower than other advanced process customers.
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