
Episode 6: Semiconductor Industry Earnings Review
The Circuit
00:00
Can Semis Companies Start to Raise Prices?
The impact of the sanctions is one, I don't think we know the answer yet. So to let's say that for a future episode, a few months from now, we'll see where things shake out because lots of moving parts there. But yeah, I agree with you whether or not they can continue to increase price. Kind of depends on what leverage they have. And some of that I think will skew leading edge. Yeah. Agree. Did I didn't catch? Did any mention of or did you hear any speculation because I've heard this that TSMC had hiked costs,. Obviously because wafer costs went up, but they were increasing their cost to customers.
Transcript
Play full episode