台积电(TSM.US)涨超3% 传其2nm制程价格至少上调50%

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]