All four companies are down substantially from 52-week highs but have numerous growth opportunities. Data centers continue to be vital customers for semiconductor companies, and spending doesn't seem to be slowing down.
Taiwan Semiconductor Manufacturing Co has warned clients for the second time in less than a year that it plans to raise prices, citing looming inflation concerns, rising costs and its own massive expansion plans to help alleviate a global supply crunch, people briefed on the matter told Nikkei Asia. TSMC, the world’s biggest contract chipmaker, is planning to raise prices by “single-digit percentages” across both mature and advanced chip production technologies, according to six people with knowledge of the matter. The planned price increase would take effect by the beginning of 2023, they said.
Today's video focuses on recent news affecting Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Samsung Electronics (FRA: SSUN). Both companies are expected to increase the cost of chip production in 2022 due to numerous macro events.