三星2nm，大幅降价

Core Viewpoint - Samsung is challenging TSMC by reducing its 2nm wafer price to $20,000, which is nearly one-third lower than TSMC's price of $30,000, amidst high demand for advanced chips [5][6]. Group 1: Market Dynamics - The global advanced chip production is operating at full capacity, with companies like Nvidia struggling to secure enough supply to meet their needs [5]. - Despite being a seller's market, there is still competition among chip foundries, as evidenced by Samsung's price reduction strategy [5]. Group 2: Samsung's Strategy - Samsung's decision to lower its 2nm wafer price is seen as a necessary move to avoid idle capacity in its new wafer fabrication plant and ensure a return on investment [5]. - The company previously faced significant challenges with its 2nm plans, including a reported 50% cut in wafer fab investments earlier this year [5]. Group 3: Partnerships and Opportunities - Samsung recently secured a $16.5 billion deal with Tesla to produce AI6 chips, which will be manufactured at its Texas facility, providing a boost to its chip manufacturing efforts [5]. - The collaboration with Tesla is expected to help Samsung improve its yield rates, which are targeted to reach 60% to 70% [5]. Group 4: Competitive Landscape - TSMC currently holds the largest market share in the 2nm segment, with 15 major clients including Intel, AMD, MediaTek, and Nvidia [6]. - Samsung's $20,000 wafer price presents an attractive option for customers unable or unwilling to pay TSMC's premium prices [6].