In the second half of 2022, the global semiconductor market sudden change, from the previous shortage of capacity into a lack of demand, wafer foundries this time to face the pressure of cutting orders, price cuts, but this is not a problem for TSMC, because they are too important in foundry, chip manufacturers do not have the confidence to ask for price cuts, can only ask for half the increase.

According to Electronic Times, citing IC industry sources, there is recent news that TSMC's mature process, including 45nm and 28nm, including the process capacity is slightly loosened, so chip designers have begun to prepare opportunities to re-premium with TSMC.

These manufacturers in the face of TSMC is also lack of confidence, they also dare not rashly cut orders, also can not let TSMC price cut orders, the main requirement is TSMC next year's price increase by half. — The previous rumor was that the price increase was 6% next year, and now the demand is only 3%, which is reduced by half.

TSMC has occupied nearly 60% of the global foundry market share, technology and production capacity are the most powerful, the past two years chip foundry price increases, other manufacturers can only silently accept, in addition to Apple such VVIP level customers, TSMC is only in the increase of convergence.