前段时间，台积电发布炸裂的三季度报表。 数据显示，三季度营收9899.2亿新台币（约2300亿元人民币），增长30%，而利润4523亿新台币（约 1050亿元人民币），同比增加39.1%。 可以说，台积电是真的赚疯了。 近日，按照媒体的报道称，知名芯片代工大厂联电，已经开出第一枪了，那就是要求上游的供应商降 价，幅度至少是15%起，因为成熟制造太卷了，价格战不断，联电自己都赚不到钱。 并且不仅联电这么干，世界先进也这么干，他们打算向上游争取降价空间，这样来保证自己的利润率 等。 据说，上游的厂商，也有部分妥协了，这些厂商覆盖化学品、特用气体、载板材料等等，因为现在大家 的竞争也大，特别是成熟工艺方面的，厂商太多了。 可见，目前整个芯片制造行业，利润都被先进工艺的厂商赚走了，从晶圆厂到到材料厂，到设备厂，再 到成品芯片，都是越先进越赚钱。 大家再看看下图，台积电的3nm贡献了营收的23%，5nm贡献了37%，7nm贡献了14%，这三个最先进的 工艺就贡献了74%了。 至于28nm以上的成熟工艺，已经只占12%左右了，台积电完全是靠先进艺撑起来的，自然赚钱，毛利 率高，利润高。 | Wafer Revenue b ...

Group 1 - Major stock index futures are showing slight increases, with Dow futures up 0.14%, S&P 500 futures up 0.13%, and Nasdaq futures up 0.16% [1] - Chinese concept stocks are mixed, with Alibaba down 2.31%, Pinduoduo down 1.34%, JD.com down 0.32%, Ctrip up 2.80%, Baidu down 2.57%, and Li Auto up 0.47% [1] - Stellantis shares rose 3.4% after reporting a 13% year-on-year increase in global deliveries to 1.3 million units in Q3, with North American deliveries up 35% to 403,000 units [1] Group 2 - Silver prices have surged nearly 4% to over $51 per ounce [1] - Google is tightening its remote work policy, which may impact employee work flexibility, leading to a 0.2% increase in its stock price [1] - Intel shares increased by 2.1% following the announcement of its first 1.8nm process chip, which offers a 50% performance improvement at the same power level compared to its predecessor [2] Group 3 - Qualcomm is under investigation for allegedly violating antitrust laws related to its acquisition of Autotalks, resulting in a drop of over 3% in its stock price [2] - The U.S. is investigating 2.88 million Tesla vehicles equipped with "full self-driving" systems due to safety violation reports, causing Tesla's stock to decline by 0.3% [2] - Bernstein has lowered Ferrari's target price from $554 to $475 [2]

Core Viewpoint - The article discusses the rising costs associated with TSMC's latest 3nm "N3P" process technology, highlighting that Qualcomm and MediaTek are paying significantly higher prices for their chipsets compared to previous generations, which may lead to increased prices for flagship devices [2][3]. Pricing and Cost Implications - TSMC has not offered price discounts for its 3nm "N3P" process, resulting in customers paying up to 24% more for their SoCs [2] - MediaTek reportedly pays about 24% more than before, while Qualcomm pays approximately 16% more for the same technology [2] - The wafer prices for the 3nm "N3P" process have increased by about 20% compared to the previous 3nm "N3E" process, indicating that Apple may also be affected by these cost increases [3] Market Impact - The increased costs for Qualcomm and MediaTek are expected to be passed on to their partners, potentially leading to higher prices for flagship smartphones [3] - TSMC's upcoming 2nm wafers are projected to be 50% more expensive than current technologies, with Apple securing over half of the initial production capacity, making it difficult for Qualcomm and MediaTek to obtain sufficient supply in the future [3]