台积电被曝发布罕见长期涨价计划，先进制程有望推动半导体设备需求

Group 1 - TSMC plans to implement a four-year price increase for advanced processes below 5nm starting January 2026, with an average increase of approximately 3%-5% [1] - The price increase will apply to 2nm, 3nm, 4nm, and 5nm technology nodes, reflecting rising production costs and capital expenditures [1] - TrendForce estimates that the global foundry capacity for mature processes (28nm and above) and advanced processes (16nm and below) will maintain a ratio of approximately 7:3 from 2023 to 2027 [1] Group 2 - Demand for semiconductor equipment for processes of 28nm and above is expected to grow, particularly in mainland China, which is actively promoting local production [2] - Taiwan is expected to maintain its leading position in the global foundry market despite increasing competition [2] - The demand for etching, thin film deposition, bonding, and coating equipment will increase as the industry shifts towards more advanced processes [2] Group 3 - SMIC is one of the few foundries in mainland China capable of mass production at advanced nodes, focusing on 7nm, 5nm, and 3nm processes [3] - Zhongwei Company leads in etching equipment, covering processes from 65nm to 5nm and aims to capture 50%-60% of the high-end semiconductor equipment market in the next 5-10 years [3]