At the moment, everything is going up, and these price rises are never-ending… The main reason being energy costs. If this is the case on the old continent, it’s also the case in Taiwan. Indeed, energy super-consumers will see their electricity bills rise. This is also the case for TSMC, the world’s largest semiconductor foundry!
Electricity bill up 30% for TSMC!
We have learned that, as part of a review of utility prices, the cost of electricity has been revised upwards for large consumers in Taiwan. This implies a 30% bill increase for TSMC, considered a “super-consumer”. We won’t draw you a picture, but a foundry as large as this one gobbles up an enormous amount of energy… Especially when you consider that the company has several research and production centers.
Mechanically, this rise in costs is likely to be reflected in the final price of chips from TSMC’s factories. The question now is how much of an increase this will be. We have also learned that smaller companies will see their energy bills rise by 5 to 10%.
By way of indication, the cost per kWh in Taiwan is around $0.10 in US dollars, compared with $0.15 in Arizona (costs indicated by Tom’s Hardware)… When it’s €0.2121 in peak hours, compared with €0.1758 in off-peak hours for EDF pros… And to think we had a significant advantage in this area with French nuclear power..
