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Will TSMC increase CoWoS prices by at least 15% in 2025?
3
Taiwan Semiconductor Manufacturing Company•TSMC•CoWoS•United States•Japan•Trump•Taiwanese•Texas•Morgan Stanley
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Yes • 50%
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TSMC's official pricing announcements or reports from financial analysts
Story
TSMC Plans New CoWoS Factories in US, Japan Amid High Demand, $15.48B Investment, and 10% to 20% Price Increase
Nov 12, 2024, 01:09 PM
Taiwan Semiconductor Manufacturing Company (TSMC) is responding to high demand for its advanced packaging solutions by considering the establishment of CoWoS (Chip on Wafer on Substrate) factories in the United States and Japan. This move comes amid concerns about insufficient supply and is reportedly driven by the urgency among TSMC's partners in the semiconductor supply chain following President-elect Trump's election victory. Many Taiwanese firms are inclined to set up operations in Texas due to its favorable business environment. Additionally, TSMC's board has approved a significant investment of approximately $15.48 billion aimed at constructing new facilities and expanding advanced node capacity. According to Morgan Stanley, TSMC is expected to increase CoWoS prices by 10% to 20% next year, reflecting the ongoing supply shortages faced by the company.
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