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长江存储开发TSV封装技术,台积电2nm制程涨价 | 投研报告

Market Overview - The overseas AI chip index increased by 0.54% this week, with Marvell rising over 10% while Broadcom fell by 3.0% [2] - The domestic AI chip index rose by 5.2%, with Langchao Technology increasing over 10%, while Rockchip and Cambricon experienced slight declines [2] - The Nvidia mapping index decreased by 3.2%, with Wolong Materials rising over 20% and Taicheng Technology falling close to 10% [2] - The server ODM index increased by 0.7%, with Wistron rising by 4.9%, the highest among its constituents, while Quanta continued its downward trend with a 7.5% decline [2] - The storage chip index rose by 6.1%, with Jucheng shares increasing over 50% and Demingli rising by 22.2%, while Baiwei Storage and Jiangbolong both saw increases over 10% [2] - The power semiconductor index increased by 7.0%, with all constituent stocks showing an upward trend; the A-share Apple index rose by 1.5%, while the Hong Kong Apple index fell by 0.6% [2] Industry Data - The high bandwidth memory (HBM) market is expected to grow nearly threefold between 2024 and 2026, with HBM3E being the dominant product and HBM4 set to enter the market in 2026, indicating a rapid pace of technological iteration [3] - The global VR headset market continues to decline due to weak consumer demand, while the AR smart glasses market shows strong growth, with shipments increasing by 50% year-on-year in the first half of the year [3] - Despite pressures on shipment growth, the average selling price of smartphones globally is expected to rise steadily, with market revenue growth outpacing shipment growth [3] Major Events - Yangtze Memory Technologies, a leading flash memory manufacturer in China, is actively seeking technological breakthroughs and plans to develop key technologies for HBM production, considering using its new Wuhan factory for DRAM chip production [4] - TSMC plans to increase its 2nm process pricing by 50%, putting significant cost pressure on its customers, while Samsung Electronics intends to offer 2nm foundry services at two-thirds the price of TSMC to capture market share [4] - OpenAI has signed an agreement with Apple's assembler, Luxshare Precision, to jointly develop a consumer device that can collaborate deeply with AI models [4]