TSMC responds to pricing strategy: Customers will share higher costs, and long-term gross profit margin is still expected to reach over 53%
米哈伊尔叔叔
发表于 2024-4-18 17:19:33
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On the afternoon of April 18th, TSMC held an online corporate briefing, stating that customers will share higher costs and the long-term gross profit margin is still expected to reach over 53%. Regarding the latest situation of overseas layout, President Wei Zhejia stated that TSMC's layout in the United States and Japan is progressing according to schedule. The Arizona plant will produce a 4-nanometer process as scheduled in the first half of 2025, while the Kumamoto plant will start mass production in the fourth quarter of this year. As for the legal entity's concern about TSMC's pricing strategy, Wei Zhejia stated that overseas factories have high costs and inflation impacts, and it is expected that customers will share higher costs. TSMC's long-term gross profit margin is still expected to reach over 53%.
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