智通财经APP获悉，周二，部分芯片股走高，截至发稿，台积电(TSM.US)涨3.3%，报281.63美元。消息 面上，全球半导体行业正迎来新一轮涨价潮。台积电2nm制程价格相比3nm至少上涨50%，而末代3nm CPU价格已较前代上涨约20%。与此同时，存储芯片巨头三星、SK海力士等厂商已率先调涨产品售 价，推动半导体通胀加速发酵。英特尔(INTC.US)涨超3.8%，报29.86美元；美光科技(MU.US)涨超2%， 博通(AVGO.US)涨超1.4%。 ...

记者丨黎雨桐 编辑丨江佩霞 北京时间23日晚，美股三大指数开盘涨跌不一，截至22时53分，道指涨0.51%，纳指跌0.17%，标普500指数跌0.05%。 英特尔、台积电大涨，英伟达逆势下跌 21财经·南财快讯记者发现，当晚美股半导体股多数上行。 英特尔涨超4%，台积电盘涨超3%。消息面上，花旗分析师报告表示，在英伟达和英特尔合作后，台积电可能仍将是这两家公司的主要代工 方。据每日经济新闻，英伟达8月份证实，台积电正为其下一代Rubin架构生产六款新芯片。花旗分析师预测，到2026年，台积电来自英伟达的 收入将增长50%，来自英特尔的收入将增长20%。 多只热门中概股下跌 纳斯达克中国金龙指数开盘走低，跌0.57%，百度跌超5%。 哔哩哔哩、名创优品、新东方跌超2%。 | | | 英伟达一度逆势跌超2%。消息面上， 英伟达 与OpenAI在本周一宣布达成合作，将一起建设大型数据中心，英伟达还将对OpenAI最高投资 1000亿美元，这引发市场对英伟达公司未来方向的担忧，对此，英伟达在周一晚些时候的声明中强调，对OpenAI投资不会改变公司重点，也 不会影响对其他客户的供应。 美联储新任理事米兰首次发表政策演讲 ...

9月23日，现货黄金最高突破3790美元，带动美股黄金股上涨，泛美白银、哈莫尼黄金、金罗斯黄金、 New Gold等涨约2%。 纳斯达克中国金龙指数开盘走低。百度跌超4%，哔哩哔哩跌超3%，京东跌超1%，小鹏汽车涨超1%。 台积电涨超3% 9月23日，美股三大指数开盘涨跌不一。 费城半导体指数小幅高开。台积电涨超3%，英特尔、AMD涨近2%，博通涨超1%。 文远知行盘中一度涨近5%。消息面上，公司被纳入纳斯达克中国金龙指数。 2025年第二季度，文远知行营收1.27亿元，同比增长60.8%，Robotaxi业务营收4590万元，同比大幅增长 836.7%。截至目前，文远知行在全球11个国家超30个城市开展自动驾驶研发、测试及运营，运营天数 超2200天。 台积电盘中涨超3%。据报道，台积电末代3纳米制程CPU价格比前代上涨约20%，明年2纳米制程将再 增加逾50%的售价，加上存储器、硬盘等供不应求，半导体通货膨胀正在发酵中。花旗分析师预测，到 2026年，台积电来自英伟达的收入将增长50%，来自英特尔的收入将增长20%。 英伟达跌近2%。北京时间9月23日凌晨，英伟达在官方网站宣布，将与OpenAI达成"具有 ...

Core Viewpoint - The recent price increase in the semiconductor industry, led by TSMC, reflects the deep impact of the AI wave on the semiconductor supply chain, with rising demand for data center construction driving up memory procurement and enhancing the bargaining power of chip suppliers [1][6]. Group 1: TSMC's Price Increase - TSMC plans to raise prices for its 3nm and 2nm process nodes, with the 2nm process expected to see a price increase of at least 50% compared to the 3nm process, significantly exceeding market expectations [3][4]. - TSMC's strong pricing strategy indicates its dominant position in the supply chain, as it faces high R&D costs and superior yield rates compared to competitors [4]. Group 2: Impact on Other Chip Manufacturers - Major memory chip manufacturers, including Samsung and Micron Technology, have also announced price hikes, with DRAM prices increasing by up to 30% and NAND flash prices rising by 5% to 10% due to supply constraints and surging demand from cloud enterprises [6][7]. - Micron Technology has reported price increases of 20% to 30% for its storage chip products and has paused accepting new orders [6]. Group 3: Market Reactions - Following the price increase announcements, TSMC's ADR surged nearly 5% at one point, reaching a historical high, while other semiconductor stocks like Intel and Micron also saw significant gains [2][3]. - In the Asian trading session, shares of major memory chip companies like Samsung and SK Hynix rose, reflecting positive market sentiment [7].

Group 1: Price Increase in Semiconductor Industry - Major semiconductor companies, including TSMC, Samsung, Micron, and SanDisk, have announced price increases for their products, reflecting the impact of AI demand on the semiconductor supply chain [1][3]. - TSMC plans to raise prices for its 3nm and 2nm process nodes, with the 2nm process expected to see a price increase of at least 50% compared to the 3nm process, significantly exceeding market expectations [2][3]. - Samsung has raised prices for DRAM products by up to 30% and NAND flash prices by 5% to 10%, driven by supply constraints and increased demand from cloud enterprises [3]. Group 2: Market Reaction and Stock Performance - Following the price increase announcements, TSMC's ADR surged nearly 5% at the market open, reaching a historical high, while other semiconductor stocks like Intel and Micron also saw significant gains [1][2]. - The overall performance of the U.S. stock market showed mixed results, with major tech stocks experiencing declines, while semiconductor stocks remained strong [4][3]. Group 3: Advanced Technology Adoption - TSMC's advanced 3nm process is being utilized in Apple's latest iPhone 17 series, and the upcoming 2nm process will be adopted in future AI chips from Nvidia and AMD [3]. - The high costs and scarcity of advanced process technologies are contributing to the pricing power of semiconductor manufacturers [2][3].

Group 1 - TSMC and Intel saw stock increases of over 4% [1] - Micron Technology and ASML experienced nearly 2% gains [1] - Nvidia faced a decline of over 2% [1]

Core Viewpoint - TSMC's stock price has surged over 3%, reaching a historic high of $281.70, driven by news of significant price increases for its 2nm process compared to the 3nm process [1] Group 1: TSMC's Pricing Strategy - TSMC's 2nm process pricing is expected to rise at least 50% compared to the 3nm process, while the last generation 3nm CPU prices have increased by approximately 20% [1] - The latest 2nm process is set to begin mass production this quarter, but TSMC currently has no discounting or negotiation strategies due to high capital expenditures for advanced processes [1] Group 2: Market Implications - The flagship chips utilizing the 2nm process may have a unit price reaching $280 [1] - Major memory chip manufacturers like Samsung and SK Hynix have already raised their product prices, contributing to an acceleration in semiconductor price increases [1]

Core Viewpoint - TSMC's stock price has surged over 3%, reaching a historical high of $281.70, driven by the announcement of significant price increases for its 2nm process technology compared to the 3nm process [1] Group 1: TSMC's Pricing Strategy - TSMC's 2nm process pricing is expected to increase by at least 50% compared to the 3nm process, while the last generation 3nm CPU prices have risen approximately 20% compared to the previous generation [1] - The company plans to start mass production of the 2nm process in the current quarter, but due to high capital expenditures for advanced processes, TSMC currently has no discounting or negotiation strategies in place [1] Group 2: Market Impact - The flagship chips utilizing the 2nm process are projected to have a unit price potentially reaching $280 [1] - Major memory chip manufacturers like Samsung and SK Hynix have already begun raising their product prices, contributing to an accelerated increase in semiconductor prices [1]

Core Viewpoint - The Philadelphia Semiconductor Index opened slightly higher, indicating a positive market sentiment in the semiconductor sector [1] Company Performance - TSMC (Taiwan Semiconductor Manufacturing Company) saw an increase of over 3% in its stock price [1] - Intel and AMD both experienced a rise of nearly 2% [1] - Broadcom's stock rose by more than 1% [1] - NVIDIA's stock declined by over 1% [1]

Group 1 - U.S. stock market showed mixed results with Nasdaq down 0.04%, S&P 500 up 0.01%, and Dow Jones up 0.27% [1] - TSMC's stock rose over 3%, reaching a new high, with reports indicating a 20% price increase for the third-generation 3nm process compared to the previous generation, and a projected 50% price increase for the 2nm process to be supplied next year [1] - Boeing's stock increased by over 2% following an $8 billion order from Uzbekistan Airways, with Turkey also planning to purchase hundreds of American aircraft [1] Group 2 - Kenvue, the parent company of Tylenol, saw its stock rise over 7% after the WHO stated there is no consistent evidence linking prenatal exposure to acetaminophen with autism [1]