TSMC(US:TSM) 国芯网·2025-10-04 06:02Core Viewpoint - The article highlights the advancements in Taiwan's semiconductor industry, particularly focusing on TSMC's production of 2nm chips in Kaohsiung, which is expected to position the city as a hub for advanced semiconductor processes [1][3]. Group 1: TSMC's Developments - TSMC has begun trial production of 12-inch 2nm chips at its Kaohsiung P1 plant, marking a significant milestone in semiconductor technology [1]. - The progress of TSMC's investment and production in Kaohsiung has exceeded expectations, with the city poised to become a center for the most advanced semiconductor processes globally [3]. Group 2: Pricing and Market Impact - The price of 2nm chips is projected to be at least 50% higher than that of 3nm chips, with flagship chips potentially reaching a unit price of $280 [3]. - Major memory chip manufacturers like Samsung and SK Hynix have already increased product prices, contributing to accelerating semiconductor inflation [4]. - Texas Instruments initiated a new round of price increases in August, affecting a wide range of products including industrial control, automotive, and computing-related chips [4].