芯片迎来重大利好，巨头突掀涨价潮，台积电一度暴涨近5%

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][5]. 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 [2][3]. - The 2nm process is set to begin mass production this quarter, but TSMC has no plans for discounts or negotiation strategies due to the high capital expenditure associated with advanced processes [2][4]. Group 2: Impact on Other Chip Manufacturers - Other major chip manufacturers, including Samsung, Micron Technology, and SanDisk, have also announced price increases, with DRAM prices rising by up to 30% and NAND flash prices increasing by 5% to 10% due to supply constraints and surging demand from cloud enterprises [5][6]. - Micron Technology's storage chip prices have increased by 20% to 30%, and the company has paused accepting new orders [6]. Group 3: Market Reaction - Following the price increase announcements, TSMC's ADR surged nearly 5% at the market open, reaching a historical high, while other semiconductor stocks, including Intel and Micron Technology, also saw significant gains [2][7]. - In the Asian trading session, shares of storage chip giants like Samsung and SK Hynix rose, reflecting the overall positive sentiment in the semiconductor sector [7].