Taiwan Electricity High Price Lock Customers? Korean media revealed 2 nanocrystalline quotes and yields 60%

As the 2nm process of Telco entered the inverter, Korean media reported that Telco set the 2nm crystal meter to US$30,000, and implemented the "no discount or no price" strategy for all customers.

Wccftech, well-known whistleblower @Jukanlosreve quoted Korean media Digital Daily as reported on the 18th that Taiwan Electric plans to start testing 2 nanometers within the next 34 months, with an initial monthly production capacity of 30,000 to 35,000 wafers, and is scheduled to be expanded to 60,000 wafers in four new factories by 2026.

It is reported that the initial yield of NT$2 nanometers reached 64~66%, while the yield of SRAM exceeded 90%, indicating that the quantity and production were not harmful.

Taiwan Electric through high-price pricing strategies ensures that only customers who can afford to take advantage of can obtain high-level processes in order to maximize profits. In the past, Apple Inc. has been the first to use the new NTD process, but when the news was released, NVIDIA (Nvidia Corp.), Ultramicro (AMD) or may also be listed on the first wave of customer list.

In comparison, Samsung Electronics' yield rate is only 40%, and it is still behind the station's electricity. The positive force map wins customers with a more competitive price and faster delivery speed, forming a clear contrast with Taiwan Electric's "high-price locking" strategy.

Extended reading: Taiwan Electric's Apple Cylinder Price Exposure: It's Tripled in Ten Years