TSMC(US:TSM) 智通财经网·2025-09-23 13:52Core 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]