美股异动丨台积电盘前涨超1% 3nm制程供不应求

Group 1 - TSMC's stock price increased by 1.14% to $322.3 in pre-market trading, reflecting strong market interest [1] - TSMC's advanced process technology maintains high capacity utilization, with 3nm process experiencing continued demand exceeding supply [1] - The company has raised prices for its 3nm process and temporarily halted new 3nm project initiations due to full order books and existing capacity constraints [1] Group 2 - Analysts suggest that TSMC is encouraging clients in early product planning stages to consider transitioning to 2nm process technology for future mass production and cost management [1] - Nomura's research report indicates that due to severe supply constraints, market earnings expectations for Asian AI semiconductor and server supply chain companies are likely to be revised upward this year [1] - TSMC is expected to leverage a cautious capacity expansion plan to capitalize on the strong AI logic semiconductor industry led by Nvidia and Broadcom, potentially achieving revenue growth of 25% to 30% in USD terms this year [1]