Bitmain, a leading developer of application-specific integrated circuits (ASIC) for cryptocurrency mining and a manufacturer of ant mining machines, has confirmed that TSMC (TSMC) has notified its customers of the price increase of the chip production plan.
“That morning [August] On the 25th, TSMC notified all customers that from now on, all semiconductor processes will increase their prices by 20%. ” statement Read by Bitmain.
Earlier this week we Report TSMC has informed its customers that it plans to increase the price of orders scheduled to begin fulfillment in December. The world’s largest foundry intends to increase the price of wafers processed using its newer N7 and N5 process technologies by 10%, while increasing the price of older N16 and thicker nodes by 20%.
This move will increase TSMC’s revenue and profit margins, but it will increase the cost of companies such as AMD, Bitmain, and Qualcomm. Rising production costs may lead to price increases, but considering that a large number of products are not sold at suggested retail prices, it remains to be seen how much actual prices will be affected.
Under normal circumstances, contract chip manufacturers will not comment on their pricing and keep all relevant information strictly confidential. However, no one can prevent foundry customers from commenting on chip prices, which is exactly what Bitmain has done.
For Bitmain, chip price may not be the most important issue. The company sells its Antminer cryptocurrency mining machine at a high price and usually sells all the products it produces almost immediately. The company needs more ASICs from TSMC, so it is eager to pay extra and ask for additional capacity (of course, if TSMC can provide it) to get more chips and make more Antminers. Now Bitmain may increase the price of its machines on the grounds that the price of TSMC has risen. The company said that it will start selling the next batch of Antminers in September, which will be delivered in the second or third quarter of 2022.
The statement read: “The Bitmain supply chain team will work hard to steadily increase the production capacity of Antminers while adhering to manufacturing quality.” “The next batch of Antminers is under preparation, and it is expected that Q2-Q3 batches will be launched in September 2022. Sales, so stay tuned!”