TSMC Chairman C.C. Wei said the foundry will reflect its technology and
manufacturing value but will not suddenly impose large price hikes — for example
four- or five-fold increases that would render customers unviable — even if
supply tightens. He said TSMC’s pricing aims to capture appropriate value while
preserving gross margins sufficient to support long-term investment and capacity
expansion, a stance he said benefits both TSMC and its customers. Wei noted envy
of memory makers’ ~86% gross margins but said he would be satisfied with about
68%. He reiterated that TSMC will seek reasonable returns without abrupt price
shocks and will price to allow customers to continue growing while supporting
the company’s sustained expansion.
