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TSMC, nhà sản xuất chip theo hợp đồng lớn nhất thế giới, dự kiến tăng giá gia công lên tới 10% từ năm 2027 để đối phó với chi phí nguyên vật liệu và đầu tư nhà máy mới.
Các ý chính:
- TSMC sẽ tăng giá từ 5-10% cho các tiến trình từ 7nm trở xuống, nhóm chip đóng góp 77% doanh thu trong quý 2.
- Các tiến trình trưởng thành như 12nm, 16nm và 28nm cũng bị tăng giá tối đa 10%, ảnh hưởng đến 23% doanh thu của công ty.
- Khách hàng có đơn hàng chip hiệu năng cao vượt dự báo sẽ phải trả thêm phụ phí 10-15% ngoài mức tăng cơ bản.
- TSMC áp dụng cách tiếp cận mềm khi lùi thời điểm hiệu lực sang đầu năm 2027, giúp khách hàng có thời gian điều chỉnh sau đàm phán.
- Các khách hàng lớn bị ảnh hưởng gồm Nvidia, Apple, Google, Amazon, Qualcomm, Arm và MediaTek.
- Áp lực từ việc mở rộng nhà máy tại Mỹ và sản xuất chip 2 nm đang gây sức ép lên biên lợi nhuận của TSMC.
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