抢单大战…传三星2纳米砍价 挖台积墙脚

Core Viewpoint - The semiconductor industry is entering the 2nm process generation, with Samsung reportedly offering a price of $20,000 per wafer, significantly lower than TSMC's price of $30,000, indicating a price war to attract major clients like Nvidia, Qualcomm, and Tesla [1] Group 1: Pricing Strategy - Samsung's 2nm pricing is approximately 33% lower than TSMC's, which is seen as a strategic move to gain market share [1] - The reported price of $20,000 per wafer translates to about NT$600,000, while TSMC's price is around NT$900,000 [1] Group 2: Market Dynamics - TSMC is expected to begin mass production of its 2nm process in the second half of the year, with demand outstripping supply, leading to earlier reports of potential price increases [1] - Samsung's price cut is viewed as an attempt to secure orders from TSMC's major clients, thereby diversifying its customer base [1] Group 3: Clientele and Applications - TSMC has secured orders from major clients including Apple, AMD, MediaTek, and Qualcomm, focusing on high-performance applications such as smartphone chips and CPUs [1] - Currently, Samsung's 2nm process is primarily used for its own mobile processors, but the price reduction aims to expand its economic scale and attract external orders [1]