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Core Viewpoint - The recent price increase in the semiconductor industry, led by TSMC, reflects the deep impact of the AI wave on the semiconductor supply chain, with rising demand for data center construction driving up memory procurement and enhancing the bargaining power of chip suppliers [1][6]. Group 1: TSMC's Price Increase - TSMC plans to raise prices for its 3nm and 2nm process nodes, with the 2nm process expected to see a price increase of at least 50% compared to the 3nm process, significantly exceeding market expectations [3][4]. - TSMC's strong pricing strategy indicates its dominant position in the supply chain, as it faces high R&D costs and superior yield rates compared to competitors [4]. Group 2: Impact on Other Chip Manufacturers - Major memory chip manufacturers, including Samsung and Micron Technology, have also announced price hikes, with DRAM prices increasing by up to 30% and NAND flash prices rising by 5% to 10% due to supply constraints and surging demand from cloud enterprises [6][7]. - Micron Technology has reported price increases of 20% to 30% for its storage chip products and has paused accepting new orders [6]. Group 3: Market Reactions - Following the price increase announcements, TSMC's ADR surged nearly 5% at one point, reaching a historical high, while other semiconductor stocks like Intel and Micron also saw significant gains [2][3]. - In the Asian trading session, shares of major memory chip companies like Samsung and SK Hynix rose, reflecting positive market sentiment [7].