台积电产能吃紧 传3纳米以下先进制程报价下月涨价

Core Insights - TSMC's advanced process capacity below 3nm is under pressure due to the booming AI applications [1] - TSMC plans to increase advanced process pricing for four consecutive years from 2026 to 2029, with new pricing effective from January 1, 2026 [1] - Major clients like NVIDIA and AMD are expected to launch new platforms next year, contributing to the sustained demand for TSMC's advanced processes [1] Industry Impact - The demand for TSMC's advanced processes is driven by non-Apple clients, such as Broadcom, who are actively expanding in the AI application sector [1]