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基于HBM4E的逻辑芯片
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美股异动|台积电股价飙升3.70%创历史新高引发投资者热议
Xin Lang Cai Jing· 2025-09-23 22:48
Group 1 - TSMC's stock has shown significant vitality, with a 3.70% increase and a historical high reached on September 23 [1] - TSMC announced the mass production of its latest 2nm process technology this quarter, with prices 50% higher than the 3nm version [1] - Major players in the semiconductor industry, such as Samsung and SK Hynix, are also raising their product prices, contributing to overall industry inflation [1] Group 2 - TSMC has partnered with Micron Technology to produce logic chips based on HBM4E, reinforcing its technological leadership in the industry [1] - The company has attracted interest from 15 high-performance computing clients for its 2nm process technology, with mass production expected by mid-2026 [1] - The flagship chips using the 2nm process could reach prices above $280 by early 2027, indicating TSMC's capability to maintain its leading position in semiconductor manufacturing [1] Group 3 - Despite the optimistic market outlook for TSMC, there are concerns among investors regarding capital expenditures on advanced process technologies amid economic uncertainty [2] - Investors are advised to remain cautious due to potential risks from market volatility, even with TSMC's strong stock performance [2]