Wccftech reports, the latest market analysis, Taiwan's chip price will exceed estimates, and the adjustment is that Taiwan's battery charge will meet the huge demand in the global market. Advanced processes, especially Taiwan's battery advanced processes, will be even less likely to reduce prices.
To promote the details and core of the Telco Advanced Process Price, the market initially predicts that the annual growth rate of below 5 nm is about 3%, and CoWoS advanced packaging also grows by 5% annually. In order to meet market demand, Telco plans to increase the price of below 5 nm, and at the same time, the CoWoS price will also be adjusted. Foreign capital estimates: the exchange rate of NT$ has appreciated significantly in the recent past, and the price may be more expensive, as NT$ has taken the appreciation of NT$ into consideration to offset the impact of gross profit margin.
Taiwanese battery also faces unprecedented demand in the market. The main customers include Apple, technology manufacturers, NVIDIA, and many top technology companies, especially the booming AI development and the "AI hot trend" in recent years, which greatly enhances the strategic position of NTU, prompts more customers to accelerate the adoption of products, and also makes the market demand for NTU reach a record high.
However, the advanced process and advanced packaging prices of NTD are inevitable, but because NTD is irreplaceable, the global chip industry pattern shows a highly concentrated NTD power trend. In recent years, Taiwan's transistor round OEM market accounted for more than 75%. For large technology companies that pursue cutting-edge technology, Taiwan Power is almost the only choice and has to accept the price.
In addition, AI demand has grown strongly and is the core engine for the future growth of Telco. Foreign information analysts predict that with the continuous promotion of AI demand, Telco's annual revenue is expected to reach an amazing US$160 billion (about NT$465 trillion) in 2027. Taiwan Power's main rivals Intel and Samsung have not yet achieved the same progress in the advanced process market, and have strengthened Taiwan Power's leading position as the leading semiconductor of its cutting-edge semiconductor.
Overall, Taiwan Electric plays an increasingly critical role. Even with unprecedented market demand and complex currency fluctuations, the company can still adjust prices to balance operation costs and large demand. The absolute advantage of advanced processing and packaging, as well as the market opportunities of AI drive, indicates that TEU will continue to strengthen its leading position.