Partner Interview
Published August 24, 2025
TSMC: Yield, PDK Discipline & Pricing Power
inpractise.com/articles/tsmc-yield-pdk-discipline-and-pricing-power
Executive Bio
Former Engineer at AMD
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Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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In terms of TSMC's pricing level, you mentioned the comparison to OSATs regarding packaging capabilities. But in general, more on the logic and the dies, what's your perception of their pricing level? Do they offer good value for the price, or does it seem very pricey to you?
TSMC offers a good pricing strategy. It's expensive, but it works. TSMC is 10% to 30% more expensive than Samsung, for example, in 3nm and 5nm processes. However, TSMC achieves a high yield, around 80% to 90%, while Samsung only has a 30% yield.
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