According to reports, TSMC recently notified customers that it will tighten payment terms from January next year, and the payment period given to customers will be shortened from 30 days from delivery to 15 days. In addition, there are reports that TSMC recently notified IC design customers who intend to increase orders this year that the price of their incremental orders will increase by 10%.
The industry believes that this shows that TSMC's production capacity will still be tight next year. In addition, the shortened payment time revealed TSMC's huge cash flow spending on equipment purchases.
Chairman Mark Liu said at last week's TSMC shareholders meeting that TSMC's capacity utilization rate is very high this year, but the world economy is changing, and the demand in 2023 is not completely clear.
According to people familiar with the matter, some TSMC customers have been notified that due to delays in the arrival of equipment, the expansion rate in 2023 and 2024 may not be as expected.
