The foundry capacity is becoming more and more tight, and manufacturers such as UMC and World Advanced have reported price increases. Huang Chongren, chairman of Power Semiconductor Manufacturing Co., Ltd., also pointed out that it is now 2023 orders with customers, and price increases are the general trend. As long as the gross profit margin of customers exceeds that of Power Semiconductor Manufacturing Co., they will increase.

Taiwan media digitimes reported that Huang Chongren said that the foundry capacity has been fully loaded until the end of 2022, and now we have begun to talk about orders for 2023. All ICs are lacking. The increase is reasonable and the increase is expected to continue.

Benefiting from the continuous expansion of 12-inch fabs including Specialty DRAM, DDI, CIS and PMIC, a small number of diversified customer orders for 8-inch fabs have also continued to flow in. Power Semiconductor Manufacturing Co., Ltd. has determined the trend of annual quarter-to-quarter growth from the beginning of 2021. The average selling price (ASP) has risen, and the current overall gross profit margin has reached 40%, and it is continuing to increase.

It is reported that the price increase of Power Semiconductor Manufacturing Company in 2020 is about 30~40% higher than that in 2019. All of them, including driver IC, power management IC, memory or MOSFET, are tight, and the capacity of Power Semiconductor Manufacturing Company in 2022 has also been sold out by customers. Now we are talking about 2023 production capacity.

In addition, it is said that Power Semiconductor Manufacturing Co., Ltd. is currently negotiating a 3-year capacity reservation and prepaid margin agreement for 2022~2024 with chip customers with large orders. Several customers have agreed to pay first and cover the conditions of production capacity. Based on this estimate, Power Semiconductor Manufacturing Co., Ltd. Profitability performance can be expected to increase year by year.