台积电芯片涨价潮来袭，相关ETF全线爆发

Core Viewpoint - The semiconductor industry is experiencing a significant surge, with chip ETFs and semiconductor ETFs showing an average increase of nearly 60% over the past three months, driven by rumors of price hikes from TSMC and rising demand for AI computing power [1][11][15]. Price Increase Rumors - TSMC is reportedly planning to raise prices for its 3nm and 2nm process nodes, with the 2nm process potentially increasing by at least 50% compared to the 3nm process due to high R&D costs and better yield rates [3][4]. - Historical data shows that TSMC's price increase rumors often lead to market volatility, with stock prices rising significantly when multiple media sources corroborate the rumors [5][6]. Market Impact - The rumors of price hikes have already led to a notable increase in TSMC's stock price, which rose over 6% in two days, positively affecting other semiconductor stocks [6][9]. - The anticipated price increases could lead to higher prices for consumer electronics, particularly smartphones, in the coming year, as manufacturers may need to adjust their pricing strategies [7]. ETF Performance - The semiconductor sector has seen a remarkable performance in ETFs, with 19 chip ETFs averaging a 60.2% increase over the past three months and 59.6% year-to-date [11][12]. - The best-performing ETFs are those tracking innovative chip designs, with some exceeding a 66% increase in the same period [12][14]. Investment Opportunities - For investors focused on semiconductor upstream equipment and materials, the Semiconductor Industry ETF (159582.SZ) is recommended due to its high industry purity [17]. - For those interested in the growth potential of chip companies on the STAR Market, the STAR Chip ETF (588200.SH) is suggested, as it encompasses various segments including design, manufacturing, and materials [18].