According to the latest report, at the online legal meeting held today, Wei Zhejia, president of TSMC, said that the imbalance in the semiconductor supply chain still exists, and mobile phones and PCs in the terminal market are true there is a recession.
But demand for MCUs (Micro Control Units) and PMICs (Power Management Chips) is still strong, and the overall problem of the supply chain also comes from the uncertainty of the new crown epidemic.
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Moreover, Wei Zhejia pointed out that TSMC will maintain its view of tight production capacity throughout this year, and there will be no price reduction as analysts said. “TSMC’s production capacity is tight throughout 2022, and the current production capacity is still unable to meet customer needs. TSMC is working hard to support customer growth needs.”
Regarding the topic of price increases and price cuts in the industry, Wei Zhejia said that TSMC does not comment on price issues, but can share TSMC’s pricing. TSMC’s pricing is a strategic strategy, not speculation or short-term, and there will be no price reduction as analysts say.
