TSMC: Yield, PDK Discipline & Pricing Power
Former Engineer at AMD
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TSMC: Yield, PDK Discipline & Pricing Power(August 24, 2025)
Former Engineer at AMD
Interview Transcript
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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.
This is a snippet of the transcript.Contact Salesto get full access.
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