Market Insights - Taiwan Earthquake 2 (1) - Flipbook - Page 9
Texas Instruments
• Implemented a major price increase ranging from 15% to 85% effective April 1, one of the most significant
moves in the analogue market.
• Expanded pricing adjustments across industrial and automotive chips, reflecting strong endmarket demand.
• Leveraged its IDM model to maintain supply control while improving margins.
TSMC
• Increased 8-inch wafer pricing by 10% to 15%, reflecting tight capacity in mature nodes.
• Continued operating at near-full utilisation across advanced nodes, driven by AI and HPC demand.
• Reinforced its position as the critical backbone of global semiconductor manufacturing, with long-term
capacity largely pre-allocated.
Vishay
• Remained active in discrete and analogue supply chains, supporting industrial and automotive
demand recovery.
• Benefited from tight supply conditions in mature nodes, where availability remains constrained.
• Continued to operate within a pricing environment shaped by rising material and wafer costs.
Company-Specific Updates
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