台积电(TSM.US)涨3% 2nm制程代工报价较3nm制程上涨约15%-20%

Core Insights - TSMC's stock rose by 3% to $303.16, reflecting positive market sentiment [1] - The latest supply chain information indicates that TSMC's 2nm wafer pricing is approximately $30,000, which is a 15%-20% increase compared to the average price of the 3nm process, which ranges from $25,000 to $27,000 [1] - TSMC has confirmed 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]