TSMC devrait être affecté par l'augmentation des coûts de l'électricité à Taïwan

L'île de Taïwan est à bien des égards encore coincée à une époque où le gouvernement contrôle la plupart des services publics et où il y a peu ou pas de concurrence.. Par exemple, the government controls fuel prices, be that for your motor vehicle or for cooking and heating. This also applies to the cost of electricity in most cases and the Ministry of Economic Affairs has announced that the electricity price will increase by up to 15 percent for high usage customers, which translates to the industry. The increase might sound tiny at just over 1.3 cents per kilowatt hour, for a total cost of 10.43 cents per kWh. Cependant, a company like TSMC that uses a lot of electricity, is expected to see an increase in costs of at least US$135 million according to some Taiwanese news sources, while others claim it’ll be as much as US$270 million.

TSMC does in all fairness produce some of its own electricity thanks to solar panels on many of its buildings and the company has also invested heavily in renewable energy. En fait, TSMC has bought up almost all available renewable capacity in Taiwan and the company is committed to using 100 percent renewable energy in the long term. Currently a mere 8 percent (basé sur 2020 estimates) is coming from TSMC’s own efforts, but the company should be at somewhere around 12-15 percent overall. Toutefois, these extra costs are likely to be reflected in future customer pricing. It’s the first price hike in four years, but as Taiwan is a manufacturing nation, TSMC is unlikely to be the only company affected, but the price hike is related to global inflation and is targeting high-usage businesses and consumers alike.