[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.7K followers Created: 2025-01-24 04:56:27 UTC Hana Securities: Chinese legacy foundries, including SMIC, are aggressively lowering prices, and TSMC is also expected to reduce prices for mature processes above 7nm. In December, SMIC reduced the price of 28nm process wafers by 40%, from $XXXXX to approximately $XXXXX. Other Chinese legacy semiconductor manufacturers have also joined in price reductions. By 2025, the possibility of global foundry companies lowering prices for mature processes is expected to increase. The market anticipates a high likelihood of TSMC reducing prices for legacy processes above 7nm by 2025. These price reductions by Chinese companies and TSMC are expected to increase pressure on other global players to lower their prices as well. In addition, Chinese companies are currently lowering prices not only for 8-inch wafers but also for 12-inch wafers. As a result, downward pressure on 12-inch wafer prices could intensify further by 2025. Management from SMIC and Hua Hong Semiconductor have indicated that improving ASPs (average selling prices) will remain challenging in the near term. The aggressive price-cutting strategies by Chinese companies aimed at expanding market share are expected to continue throughout this year. $TSM XXXXX engagements  **Related Topics** [$0981hk](/topic/$0981hk) [Post Link](https://x.com/Jukanlosreve/status/1882653670745186404)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Jukan @Jukanlosreve on x 22.7K followers
Created: 2025-01-24 04:56:27 UTC
Hana Securities: Chinese legacy foundries, including SMIC, are aggressively lowering prices, and TSMC is also expected to reduce prices for mature processes above 7nm.
In December, SMIC reduced the price of 28nm process wafers by 40%, from $XXXXX to approximately $XXXXX. Other Chinese legacy semiconductor manufacturers have also joined in price reductions. By 2025, the possibility of global foundry companies lowering prices for mature processes is expected to increase. The market anticipates a high likelihood of TSMC reducing prices for legacy processes above 7nm by 2025. These price reductions by Chinese companies and TSMC are expected to increase pressure on other global players to lower their prices as well.
In addition, Chinese companies are currently lowering prices not only for 8-inch wafers but also for 12-inch wafers. As a result, downward pressure on 12-inch wafer prices could intensify further by 2025. Management from SMIC and Hua Hong Semiconductor have indicated that improving ASPs (average selling prices) will remain challenging in the near term. The aggressive price-cutting strategies by Chinese companies aimed at expanding market share are expected to continue throughout this year. $TSM
XXXXX engagements
Related Topics $0981hk