TSMC’s 3nm process price has increased wildly, but the price of 6nm/7nm process has dropped
an industry insider and mobile phone chip expert revealed that TSMC’s 6nm and 7nm production capacity utilization rate is only 60%, and TSMC will reduce prices by 10% starting January 1 next year.
In contrast, due to the shortage of 3nm and 5nm advanced process technology production capacity, TSMC will increase prices by 5%-10% next year.
Industry insiders said that TSMC’s confidence in raising the price of 3nm comes from the fact that four major manufacturers, including Apple, Qualcomm, Nvidia and AMD, have monopolized TSMC’s 3nm family production capacity, and there is even a queue, which will last all the way to 2026.
Affected by this, the price of Qualcomm Snapdragon 8 Gen4, which uses TSMC’s 3nm process, will rise. It is reported that the final price of Snapdragon 8 Gen4 will exceed US$200, which means that the price of a single chip will be around 1,500 yuan. The prices of related terminals are also expected to rise.
In response, TSMC said that customers should not worry about price increases and the company is working hard to control costs.
In comparison, the 6nm and 7nm process technologies are not as popular as the 3nm process technologies, so TSMC has made the above-mentioned price reduction measures.
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