#MarketCommentary
While the semiconductor industry’s production capacities will likely remain in shortage throughout 2022, the vast majority of newly installed capacities will be unavailable for production until late 2022 or early 2023 due to long equipment lead times.
Foundries will therefore raise their prices in 2022 in order to ensure that their capacity expansion investments are cost effective. TrendForce forecasts an approximately 10% increase in most foundries’ ASP for 2022.
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