TSMC(US:TSM) 华尔街见闻·2025-09-24 04:27Group 1 - TSMC's 2nm process pricing has increased by at least 50% compared to the 3nm process, with the last generation 3nm CPU prices rising by approximately 20% [1][2] - TSMC's latest 2nm process is set to begin mass production this quarter, but due to high capital expenditures, the company is not offering discounts or negotiation strategies [1][2] - The flagship chips using the 2nm process are expected to have a unit price of around $280 [1] Group 2 - Samsung has significantly raised prices for memory and flash products, with DRAM prices increasing by up to 30%, and NAND flash prices rising by 5-10% due to supply constraints and surging demand from cloud enterprises [5][6] - Micron and SanDisk have also announced similar price increases, with Micron's prices rising by 20-30% and halting new orders [5] - The current price surge reflects the deep impact of AI applications on the semiconductor supply chain, with data center construction driving up storage procurement [6] Group 3 - Apple has increased its reservation share for TSMC's 2nm capacity from nearly 50% to over 50%, contributing 22% of TSMC's revenue in 2024, amounting to $19.4 billion [2] - Qualcomm and MediaTek plan to launch their first 2nm chip products by the end of 2026, but Apple's capacity monopolization may create supply constraints for these competitors [3]