TMSC Reportedly Terminating Discounts and Increasing Prices

https://www.tomshardware.com/news/tmsc-is-reportedly-terminating-discounts-and-increasing-prices

Well that isn't so good for us.

 

I wonder if the impact will be noticed by most. Tomshardware seems to claim these discounts were under 3%:

Regardless, with GlobalFoundries leaving the race for sub-14nm and EUV, and Intel's foundries getting behind to the point that they need TSMC to produce their GPUs, I guess this enormous void in the supply of high-end nodes was sure to result in this.

Of course, in a year where every company + their dogs saw the need to accelerate their plans for digitalization I'm sure this also resulted in a significantly higher demand for CPUs, GPUs and SoCs.

 

It's not just the discounts unless I'm misunderstanding - they're also raising prices (undisclosed, naturally) similar to other fabs.

Maybe it'll be felt in the next wave of products as we've already got pricing for current line-ups, which would have been inked in deals already.

Then again, maybe they're going after the ones making gigantic orders like Apple. Not sure if consoles apply or not, but certainly millions of chips is nothing to sneeze at. I'm not too familiar with GPU shipment numbers though.

*shrug*