台积电2nm制程代工价格涨幅趋稳 报价较3nm高10~20%

Core Insights - TSMC's 2nm wafer foundry prices are not as high as previously expected, with an increase of only 10-20% compared to the 3nm process, rather than the anticipated 50% [1] - The current price for TSMC's 2nm wafers is approximately $30,000 (around 214,000 RMB), which is a 15-20% increase from the average price of the 3nm process, priced between $25,000 and $27,000 [1] - TSMC plans to implement a comprehensive price adjustment for its advanced processes (3/4/5/7nm) next year, with increases expected to remain in the single-digit percentage range, depending on customer collaboration scale [1]