News TSMC's average wafer price jumped 22% in one year — nearly all semiconductor industry growth now comes from more expensive products, not higher pro...

[Admin]

The average selling price of TSMC's 300-mm wafers increased in Q3 due to rising shipments of 3nm chips to alpha customers, such as Apple.

TSMC's average wafer price jumped 22% in one year — nearly all semiconductor industry growth now comes from more expensive products, not higher pro... : Read more

 

[dlheliski]

You misused comma for decimal in

shipped 2,957 million 300-mm equivalent wafters

It was 2.957 million wafers.

 

[tbq]

You misused comma for decimal in

shipped 2,957 million 300-mm equivalent wafters

It was 2.957 million wafers.

That's how they do it in Europe. They also use a comma for the decimal so 99¢ would be written 0,99 instead of 0.99

 

[TJ Hooker]

That's how they do it in Europe. They also use a comma for the decimal so 99¢ would be written 0,99 instead of 0.99

That isn't relevant here though, as neither this article nor the TSMC slides referenced are using the convention of a period as thousands separator. The slides list the number of wafers as "2,957 kpcs", with kpcs presumably meaning kilo (thousand) pieces. Which would be just shy of 3 million.

 

[dlheliski]

That's how they do it in Europe. They also use a comma for the decimal so 99¢ would be written 0,99 instead of 0.99

I considered that but elsewhere they clearly use period as the decimal point, as in "N3 technology generated $2.943 billion"

 

[Co BIY]

Does this represent an actual slow down in total chip containing goods sold or chip consolidation inside the products or low prices on legacy nodes because of competition ?

 

[magbarn]

I understand it's crazy expensive to make 3nm chips, but isn't this partly from TSMC's monopoly?

 

[dlheliski]

I understand it's crazy expensive to make 3nm chips, but isn't this partly from TSMC's monopoly?

I don't think it has much to do with TSMC's market share. Everyone is buying the same tools for $400M per unit, and they have a fixed throughput. TSMC's margins are not changing dramatically.