TSMC reaches consensus with most customers: raising foundry fees to ensure stable supply

On July 7, according to media reports, Macquarie Securities revealed an important industry dynamic in an authoritative report: through in-depth supply chain investigations, it was found that TSMC has successfully reached a consensus with most customers to increase prices in exchange for more stable supply chain guarantees. This move has undoubtedly injected strong momentum into TSMC's gross profit margin climb.

According to precise predictions by senior analysts, TSMC's gross profit margin is expected to jump to a new high of 55.1% in 2025, and in the following year, in 2026, it will approach the 60% mark, reaching a staggering 59.3%, demonstrating the company's outstanding profitability and market position.

The industry generally believes that the logic behind this price increase is due to the combined consideration of surging market demand, tight production capacity and rising costs. What is particularly noteworthy is that technology giants such as Apple, Qualcomm, Nvidia and AMD have increased their booking efforts for TSMC's 3nm advanced process capacity. The order boom continues to rise, and the waiting list has extended to 2026, fully demonstrating the industry's urgency for high-end chips and TSMC's leading position in technology.

In terms of financial performance, TSMC also delivered a brilliant report card. The latest analyst forecasts show that its second-quarter revenue is expected to achieve a substantial year-on-year growth of 36%. This growth rate not only refreshed the fastest record since the fourth quarter of 2022, but also once again confirmed TSMC's strong growth momentum in the semiconductor field.

Bloomberg Industry Research is even more optimistic, predicting that TSMC's actual revenue will exceed market expectations by about 10%, continuing to lead the global semiconductor market.

In addition, as the price increase trend in the semiconductor industry chain continues to spread, many leading companies including Qualcomm, TSMC, and Huahong have responded, covering multiple key links such as IC design and chip foundry.

It is worth mentioning that with the booming development of AI technology, the quotations of storage products such as DRAM (memory) and SSD (solid-state drive) have also shown a significant upward trend, bringing broader growth space and opportunities to the entire industry.