암호화폐 칩 회사가 확인한 TSMC의 20% 인상

2021.08.27

TSMC Price Hikes Confirmed by Crypto Chip Giant | Tom's Hardware (tomshardware.com)

 

Bitmain, a leading developer of application specific integrated circuits (ASIC) for cryptocurrency mining and the maker of Antminer machines, has confirmed that Taiwan Semiconductor Manufacturing Co. (TSMC) had notified its customers about planned price increases for chip production.

 

비트코인 채굴 칩과 채굴 장비 개발자인 비트메인은 대만의 TSMC가 칩 생산 가격을 인상한다고

통보했다고 밝혔다.

 

"On the morning of [August] 25, TSMC notified all customers that all semiconductor processes will increase their prices by 20% from now on," a statement by Bitmain reads. 

8월25일 아침 TSMC는 모든 고객에게 오늘부터 생산 가격을 20% 인상한다고 통보했다.

 

Earlier this week we reported that TSMC had told its customers about its plans to increase prices for orders set to be fulfilled starting December. The world's largest foundry intends to increase prices of wafers processed using its newer N7 and N5 process technologies by 10%, while prices of older N16 and thicker nodes by 20%.

이번주 초 우리는 TSMC가 생산 단가 인상 계획을 고객들에 통보했다고 보도했다.

7나노와 5나노 공정은 10% 인상하고, 16나노와 그 이상의 고정은 20% 인상할 것으로 의도했다.

 

The move will increase TSMC's revenues and profit margins but will increase costs for companies like AMD, Bitmain, and Qualcomm. Boosted production costs could lead to price increases, though it remains to be seen how significantly real-world prices will be affected considering the fact that loads of products are not sold at their MSRPs. 

이러한 동향은 TSMC의 매출과 이익은 증가시키겠지만, AMD, 비트메인과 퀄ㄹ컴같은 회사들의

원가는 올라갈 것이다.

 

Normally, contract chipmakers never comment on their pricing and keep all related information strictly confidential. Yet nobody can stop foundry customers from commenting on chip prices, which is exactly what Bitmain has done. 

보통 칩메이커는 가격 계약에 관해서는 언급하지 않고, 엄격하게 비밀을 유지한다.

아직까지 칩 가격에 대하여 고객사가 언급하는 것을  막을수는 없었다.

정확하게 비트메인이 그것을 해냈다.

 

For Bitmain, chip prices may not be the most important issue. The company sells its Antminer cryptocurrency mining machines at a significant premium and usually sells everything it makes almost immediately.

비트메인에게 칩 생산 가격이 가장 중요한 요소가 아닐수있다.

비트메인은 그들이 만든 채굴 장비를 프리미엄을 붙여서 팔고있으며, 보통 만드는 즉시 모두 팔린다.

 

The company needs more ASICs from TSMC, so it's eager to pay extra and ask for additional capacity (if TSMC can provide it, of course) to get more chips and build more Antminers. Now Bitmain might increase the prices of its machines, citing TSMC's price hikes. The company says it will open sales in September for the next batch of Antminers that will be delivered in Q2 or Q3 of 2022. 

비트메인은 TSMC로부터 더 많은 칩을 필요로하기때문에  기꺼이 추가적이 비용을 지불할 용의가 있다.

비트메인은 TSMC의 가격 인상을 핑계로 자신의 채굴 장비 판매 가격을 인상할 수도 있다.

 

"The Bitmain supply chain team will strive to steadily increase the production capacity of Antminers while adhering to manufacturing quality," the statement reads. "The next batch of ant mining machines is under preparation.

It is expected to open Q2-Q3 batch sales in 2022 in September, so stay tuned!"