Due to cost pressures from overseas expansion and increasing electricity prices, TSMC plans to raise prices for its advanced processes to manage these challenges amidst strong demand, market tracker TrendForce reports. Production at 3nm-class nodes could increase by 5% by next year, according to China Times. While we are quoting two reports, note that both are unofficial and should be treated accordingly.
Capacity utilization of TSMC's advanced N5/N4 (5nm-class and 4nm-class) and N3 (3nm-class) process technologies is 'full,' according to TrendForce. Indeed, these production nodes are used to make virtually all the leading processors for AI, HPC, personal computers, and smartphone applications that all sell at a premium like hotcakes. The contract chipmaker's capacity utilization is expected to exceed 100% in the second half of the year, with strong demand projected to continue into 2025, TrendForce expects.
