TSMC(US:TSM) Xin Lang Cai Jing·2025-09-23 15:04Group 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].