芯片涨价

Group 1 - TSMC's advanced process is expected to increase prices by 3-10% [1] - Google's TPU production capacity is below expectations, with only 360,000 units allocated out of a demand exceeding 510,000 units [1] - The upcoming 2nm CPUs are anticipated to see price increases as well [1] Group 2 - Businesses in Huaqiangbei are stockpiling CPUs in response to the anticipated price hikes [1] - Price increases at Zhongji Semiconductor are also expected [1] - Companies like Wallen Technology and Moer have significantly raised funds, intensifying competition for production capacity [1]