$Taiwan Semiconductor (TSM.US)$ TSMC's price increase signal...
$Taiwan Semiconductor(TSM.US$ TSMC's price increase signal "chip shortage alleviation" inflection point is postponed.
The wafer capacity shortage may become more severe in 2022, and the popularity of memory will continue to fluctuate. The news that TSMC plans to raise prices for many years has caused an uproar in the industry, showing that this global core shortage may still be difficult to alleviate in the short term. The third quarter is the peak season for consumer electronics. The memory market, whose prices have increased, may face a new round of prosperity, but this may be structural....
The wafer capacity shortage may become more severe in 2022, and the popularity of memory will continue to fluctuate. The news that TSMC plans to raise prices for many years has caused an uproar in the industry, showing that this global core shortage may still be difficult to alleviate in the short term. The third quarter is the peak season for consumer electronics. The memory market, whose prices have increased, may face a new round of prosperity, but this may be structural....
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