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报道：台积电拟于2027年涨价至多10%，给客户一年时间缓冲_我的网站

一 |     台积电正就2027年提价事宜与客户展开谈判，涨幅最高可达10%，以应对持续攀升的制造成本。    LONDON -- The Guardian newspaper has fired longtime editorial cartoonist Steve Bell after refusing to run a caricature of Israeli Prime Minister Benjamin Netanyahu that critics said drew on antisemitic imagery.“The decision has been made not to renew Steve Bell’s contract,” the Guardian said.“Steve Bell’s cartoons have been an important part of the Guardian over the past 40 years — we thank him and wish him all the best,” publisher Guardian News and Media said in a statement sent to The Associated Press on Thursday.Bell has contributed to The Guardian since 1983. Several of his hundreds of cartoons over the years have been accused of including anti-Jewish stereotypes. The latest cartoon, posted by Bell on social media, shows Netanyahu holding a scalpel and preparing to cut a Gaza-shaped incision in his abdomen, with the caption “Residents of Gaza, get out now.” It is labeled “after David Levine” and recalls a Vietnam War-era cartoon depicting U.S. President Lyndon B. Johnson pointing at a Vietnam-shaped scar. American illustrator Levine drew inspiration from a photo of Johnson showing reporters his scar from gall-bladder surgery.Bell said he had been accused of evoking the “pound of flesh” demanded by the Jewish character Shylock in Shakespeare’s play “The Merchant of Venice.”He told industry newspaper the Press Gazette that “The Merchant of Venice” had “nothing to do with the cartoon.”“I don’t promote harmful antisemitic stereotypes. … Never have I done such a thing, I would not dream of doing such a thing,” the publication quoted him as saying.Britain has a long tradition of cartoons showing politicians in exaggerated and grotesque form. Bell has created some of the most indelible caricatures of recent British leaders, portraying former Prime Minister John Major wearing underpants over his trousers, Tony Blair with a demonic oversized eye and David Cameron with a condom over his head.。此举将直接影响英伟达、苹果等全球主要科技企业的芯片采购成本。         7月21日，据日经亚洲援引知情人士消息，台积电已于6月启动与客户的价格谈判，并于7月完成基础价格调整方案，涨幅区间为5%至10%，具体幅度因客户及产品类型而异。新定价将于2027年初正式生效，覆盖先进制程与成熟制程半导体。         台积电将提价时间推迟至2027年，旨在给客户留出充足的调整窗口。台积电在声明中表示："我们的定价策略是战略性的，而非机会主义的。

二 | 我们将继续与客户密切合作，向他们展示我们的价值。

三 | "          成本压力驱动提价          台积电此次提价的核心驱动力在于生产成本的全面上涨。材料、设备及电力等制造环节的多项投入成本持续攀升，令这家全球最大晶圆代工商承受显著压力。

四 |          本月，台积电上调了2026年资本支出预测，理由是人工智能需求旺盛以及扩产成本不断增加——尤其是其在亚利桑那州推进的总额高达2650亿美元的扩产计划。中东冲突引发的全球供应链扰动，以及AI产业的爆发式需求，进一步推高了台积电的运营成本。         台积电首席执行官魏哲家在7月公布好于预期的季度业绩后对分析师表示："我们不会突然涨价。我们赚取的是我们的价值，我们确保利润和毛利率足以支撑长期持续扩张，这对客户和台积电都有利，这是我们的经营理念。"          客户需求殷切，供给仍显紧张          台积电是英伟达、苹果、Alphabet、亚马逊等全球众多顶级科技企业的核心代工伙伴。

五 | 与内存芯片行业价格大幅波动的特点不同，台积电长期以来坚持与客户建立穿越周期的长期合作关系。         然而，AI需求的持续爆发正在重塑这一格局。英伟达等客户已敦促台积电加快扩产步伐，以缓解AI加速器及数据中心相关组件的供应瓶颈。台积电刚刚公布了超预期的第二季度营收与利润，并上调了全年增长预测，但公司仍面临无法完全满足客户订单的挑战。         涨价横跨先进与成熟制程，多领域客户受冲击          此次提价若落地，将对台积电下游客户的成本结构产生直接影响。5%至10%的涨幅覆盖先进与成熟制程两大产品线，意味着从高端AI芯片到消费电子及汽车芯片的广泛产品均将受到波及。         台积电选择将新定价推迟至2027年生效，为客户提供了缓冲期，有助于缓和谈判摩擦。台积电方面强调，公司不就定价细节置评，但重申定价策略以战略考量为导向。

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