如果您希望可以时常见面，欢迎标星收藏哦~ 人工智能的蓬勃发展给台积电带来了严峻挑战，该公司正努力克服2nm制程工艺供应紧张的困 境，以满足市场需求。据报道，台积电将于1月1日起上调其下一代制程工艺的价格，但尽管客户 需要支付少量溢价，订单量似乎并未减少。事实上，根据最新信息，到2026年第三季度，台积电 2nm制程的营收有望超过3nm和5nm制程的总和。 台积电、三星制程节点都推进至2nm，智能手机可望成为首批终端应用，其中，台积电通吃苹 果、高通、联发科最新2nm处理器大单，成为大赢家；三星也大秀2nm肌肉，打造Exynos 2600 处理器，用于自家手机。 由于2nm制程更先进，能耗将更低、效能与AI处理能力大增，但价格也将同步攀高。业界预期， 以2nm制程打造的手机处理器将是「史上最贵手机芯片」。外媒披露，苹果以台积电2nm制程打 造的A20处理器成本高达280美元，比A19贵逾八成，伴随近期记忆体价格飙涨，在处理器价格激 增下，智能手机涨价恐箭在弦上。 台积电2nm（N2）制程技术如期于去年第4季量产，采用第一代纳米片（Nanosheet）电晶体技 术。台积电也发展低阻值重置导线层与超高效能金属层间电 ...

预计台积电将在其本土和美国共建设10座2纳米制程工厂，到2026年底，产能将达到8万至10万片晶 圆。 由于其2nm产能已排满至2026年全年，台积电计划通过在台湾新建三座工厂来满足旺盛的市场需求， 这项工程预计耗资高达286亿美元。据Liberty Times Net报道，台积电的2nm技术已成为其"独角 戏"，人工智能的爆炸式增长带动了客户订单的激增。这家台湾半导体巨头还将受益于其尖端晶圆价 格的上涨，预计到2026年第三季度，2nm工艺的收入将超过3nm和5nm工艺的总和。 报告还提到，台积电可能在其本土和美国建立多达10座2纳米晶圆厂，但显然没有将这项技术引入海 外的计划，据说它将提前一年推出3纳米晶圆，以防止三星等竞争对手抢占先机。目前，台积电位于 高雄的Fab 22工厂是其主要生产中心，其余Fab 20工厂则位于新竹科学园区。 公众号记得加星标⭐️，第一时间看推送不会错过。 人工智能的蓬勃发展给台积电带来了严峻挑战，该公司正努力克服2nm制程工艺供应紧张的困境，以 满足市场需求。据报道，台积电将于1月1日起上调其下一代制程工艺的价格，但尽管客户需要支付少 量溢价，订单量似乎并未减少。事实上，根据最 ...

三星也大秀先进制程肌肉，宣布旗下Exynos 2600处理器，采用自家2nmGAA制程打造。该芯片整合 CPU、GPU与NPU，配置采用最新安谋（Arm）v9.3架构的10核心CPU，增强CPU端机器学习性能， GPU计算性能是前一代产品的二倍，NPU则让生成式AI性能比上一代提升113%，并降低功耗与延迟， 带来更佳的AI与游戏体验。 三星强调，将强化Exynos处理器的竞争力，将其导入主要旗舰机种。其晶圆代工事业部今年也将专注于 稳定供应采用2nmGAA制程的新产品与HBM4。 台积电2nm获得客户积极采用，手机更是主要应用之一。外媒报导，苹果正开发今年iPhone 18系列高阶 款新机搭载的A20处理器，就是采用台积电2nm制程生产。 另外，即便高通与联发科并未对外证实，外界大多预期今年下半将发表的高通旗舰手机芯片骁龙8 Elite Gen 6系列与联发科的旗舰芯片天玑9600，也都采用台积电2nm制程生产。 联发科已于去年9月宣布，首款采用台积电2nm制程的旗舰系统单芯片已成功完成设计定案（tape out），成为第一批采用该技术的公司之一，预计2026年底进入量产。 台积电、三星制程节点都推进至2n ...

Group 1 - iQIYI has initiated a refund process for a user who faced difficulties in obtaining a refund for a 25-year membership due to account issues [3][5] - The user reported that their membership was charged from 2017 to 2043, and the customer service offered a refund only to the original payment account, which is no longer in use [5] - iQIYI's response indicates a commitment to user satisfaction and financial security by verifying account ownership before processing refunds [3] Group 2 - The film "Zootopia 2" has become the first imported movie in Chinese history to surpass 100 million viewers [4][8] - The CEO of Chasing Technology announced an additional reward of 1 gram of gold for each employee during the upcoming Spring Festival, totaling approximately 26 million yuan [4][8] - The National Development and Reform Commission has confirmed that the "national subsidy" program will continue next year to boost consumer spending [4] Group 3 - The State Council plans to relax household registration restrictions outside of major cities to facilitate the integration of rural populations into urban areas [6] - The Ministry of Finance has announced measures to support consumer spending, including adjustments to subsidy standards [4][6] Group 4 - Kawasaki Heavy Industries has admitted to data falsification regarding fuel efficiency for submarine engines, leading to a suspension from bidding for two and a half months [11] - The company has faced scrutiny for similar issues in the past, raising concerns about the integrity of Japanese manufacturing [11] Group 5 - Xiaomi's co-founder plans to sell up to $2 billion worth of B-class shares starting in December 2026, primarily to establish an investment fund [4] - The company has announced that the sales will occur in increments of up to $500 million every 12 months [4] Group 6 - Precious metals have seen a significant price surge, with platinum futures reaching a historic high of over $2,400 per ounce, marking a weekly increase of over 22% [7] - Gold and silver prices have also risen sharply, driven by factors such as a weakening dollar and supply constraints [7]

公众号记得加星标⭐️，第一时间看推送不会错过。 主流PC市场正面临内存供需长期失衡的局面，据报道这种情况将持续到2028年。SK海力士的内部分 析显示，"商品级"DRAM的增长将十分有限，无法满足市场需求。我们已经知道DRAM价格高得离 谱，但这种情况似乎已经失控，使得大众难以买到价格合理的PC。 用户@BullsLab分享了据称是SK海力士内部分析的截图。该分析预测，除高带宽内存（HBM）和 SOCAMM模块外，普通DRAM的增长至少在2028年之前仍将受到限制。这是因为主要的内存制造商 已经将重心转移到满足AI服务器的需求上，而面向消费市场的产能出现显著增长的可能性仍然很低。 据报道，现有供应商的库存已降至历史低位，这进一步加剧了分配压力。报告显示，SK海力士等内 存制造商采取了保守的产能扩张策略，更注重维持盈利能力，而非向市场大量投放新的DRAM产品。 服务器DRAM的需求几乎呈指数级增长，预计明年增长速度将更快。 据全球最大的存储器制造商之一称，DRAM 供应紧张的局面预计将持续到 2028 年。 据估计，服务器份额将从2025年的38%飙升至2030年的53%。由于人工智能的蓬勃发展，云服务提 供商 ...

Core Insights - Qualcomm and MediaTek are preparing to adopt TSMC's advanced 2nm N2P process node in their next-generation chip designs, aiming to surpass Apple in process technology [1] - Apple plans to launch its A20 and A20 Pro chips on TSMC's initial 2nm N2 process, while Qualcomm's Snapdragon 8 Elite Gen 6 and MediaTek's Dimensity 9600 will leap directly to the improved N2P node [1][2] - TSMC's 2nm process is expected to become a scarce resource, with monthly production capacity projected to be only 15,000 to 20,000 wafers by the end of 2025 [1][3] Industry Competition - The competition in process technology is intensifying, with Apple holding a significant technological advantage [2] - Qualcomm's Snapdragon 8 Elite Gen 6 is expected to support LPDDR6 memory and UFS 5.0 storage standards, while MediaTek plans to release the Dimensity 9600 on the N2P node [2] - Apple's experience in developing custom CPU and GPU cores has led to a notable performance improvement of up to 29% in the efficiency core of the A19 Pro without increasing power consumption [2] Capacity Constraints - Apple has reportedly secured over half of the initial 2nm capacity supply, a strategy aimed at maintaining its competitive edge [3] - In response to capacity limitations, Qualcomm and MediaTek's shift to the N2P process may provide a viable option for securing sufficient wafer supply [3] - Analysts expect TSMC's 2nm process to become a scarce resource next year, making the choice of N2P process potentially beneficial for Android chip manufacturers seeking stable capacity [3]

Group 1: Core Insights - The flagship smartphones of 2025 will not feature 2nm chips, with major companies like Apple and Qualcomm opting for 3nm technology instead [1][6] - MediaTek has announced the completion of the design for its 2nm chip, the Dimensity 9600, which is expected to enter mass production by the end of next year [1][3] - By the end of 2026, several major companies, including Apple, Qualcomm, and Samsung, are expected to adopt 2nm technology [1][3] Group 2: Demand and Market Dynamics - TSMC's President, C.C. Wei, indicated that the demand for 2nm chips is unexpectedly high, surpassing that of 3nm chips [2][5] - Major clients such as Apple, AMD, and NVIDIA have already reserved TSMC's 2nm capacity, with Apple being the largest customer contributing 25.18% of TSMC's revenue in 2024 [3][5] - The performance improvements associated with the transition from 3nm to 2nm are driving significant interest from fabless companies [5][22] Group 3: Production Challenges - TSMC's production schedule for 2nm chips has faced delays, impacting the ability of smartphone manufacturers to incorporate these chips into their 2025 models [6][7] - The yield rates for 2nm chips are expected to start at around 70% and gradually improve, which may influence the timing of mass production for sensitive clients [10][11] - The complexity of transitioning to new technology nodes has led to longer timelines for product development, with the average time between nodes extending [19][21] Group 4: Competitive Landscape - The competition in the semiconductor foundry market is intensifying, with TSMC and Samsung both advancing their 2nm production plans [12][16] - TSMC is expected to have a monthly production capacity of 60,000 wafers by next year, while Samsung's capacity is reported to be significantly lower at 7,000 wafers [16][18] - The race for advanced manufacturing equipment, particularly high-NA EUV lithography machines, is critical for maintaining competitive advantage in the 2nm space [18][22] Group 5: Future Outlook - The transition from 2nm to 1nm technology is projected to take at least five years, with multiple iterations planned for the 2nm node [20][21] - Despite challenges, the semiconductor industry continues to innovate, with advancements in materials and packaging technologies expected to drive future transistor density improvements [22]

Group 1: Apple Investment and Manufacturing Expansion - Apple CEO Tim Cook announced a $600 billion investment plan over the next four years, benefiting 79 factories across the U.S. [1] - The investment is expected to create more business opportunities in local communities and potentially lead to a "domino effect" of other companies establishing operations nearby [1][1] - Cook mentioned that some communities may experience unexpected business developments from Apple in the future [1] Group 2: Apple Product Updates - Apple introduced the TechWoven fabric for iPhone 17 series cases, which is designed to replace leather and offers better durability than the previous FineWoven material [3] - The HomePod version 26 software update includes new features such as Apple Music crossfade, improved AirPlay controls, and manual Wi-Fi switching [4][6] - New parental control tools have been launched across Apple devices to enhance digital safety for children and teenagers, simplifying account setup and improving age-appropriate content matching [7][8] Group 3: Xiaomi Competitive Strategy - Xiaomi's founder Lei Jun announced the upcoming Xiaomi 17 series, which aims to directly compete with the iPhone, highlighting a significant upgrade in product capabilities [9] - The Xiaomi 17 series will include three models: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max, with a naming convention similar to the iPhone 17 series [9] Group 4: Semiconductor Development - MediaTek announced the successful tape-out of its first flagship SoC using TSMC's 2nm process technology, expected to enter mass production by the end of 2026 [12] - The new SoC, likely the Dimensity 9600, will feature improved performance and power efficiency compared to existing technologies [12]