Group 1 - TSMC's stock price increased by 3.57% on October 8, attracting market attention [1] - The company plans to adjust its 2nm foundry pricing, which is only 15% to 20% higher than the 3nm process, indicating flexibility and market awareness [1] - TSMC will implement comprehensive price adjustments for 3/4/5/7nm processes next year, with increases depending on customer collaboration scale [1] Group 2 - TSMC is positioned as a key player in AI chip foundry services, with positive industry expectations due to its 2nm process layout [2] - Bank of America reaffirmed its "buy" rating for TSMC and raised the target price to $330, boosting market confidence in the company's future [1] - The demand for advanced process chips is expected to grow due to the rapid development of AI and high-performance computing, enhancing TSMC's competitive advantage [2]
美股异动|台积电股价劲升3.57%市值攀升引领半导体新风潮