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台积电2纳米制程代工价格涨幅趋稳,较 3nm 高 10~20%
Huan Qiu Wang Zi Xun· 2025-10-09 03:27
【环球网科技综合报道】10月9日消息,据中国台湾《财讯快报》报道,台积电2纳米晶圆代工价格涨幅 显著低于市场此前预期,较3纳米制程报价高出10%至20%,单片晶圆报价约3万美元,远低于此前传闻 中50%的涨幅,标志着其先进制程定价体系更趋稳定,为下游芯片设计企业缓解成本焦虑提供积极信 号。 来源:环球网 从产能利用情况来看,当前台积电先进制程产能保持满载状态,反映出市场对高端芯片制造需求的旺 盛;而成熟制程生产线尚未完全利用,也为后续行业需求结构变化预留调整空间。行业分析指出,尽管 2纳米制程包含N3P、N3E等多重技术节点,但整体定价体系已趋于成熟,目前主要客户已陆续完成 2025年订单签约,为2纳米制程量产奠定坚实基础。 据了解,台积电此次2纳米制程定价策略呈现两大特点。一方面,价格涨幅控制在合理区间,与3纳米制 程均价相比,上涨幅度集中在15%至20%,显著降低了客户采用尖端制程的成本压力;另一方面,构建 双向调整机制平衡成本与定价,既推动设备与材料供应商提供10%至20%的降本空间,通过供应链协同 优化成本结构,又合理将部分成本压力传导至制造端,保障自身研发投入与产能建设的可持续性。 据晶圆厂监测数据 ...
美股异动|台积电股价劲升3.57%市值攀升引领半导体新风潮
Xin Lang Cai Jing· 2025-10-08 22:49
Group 1 - TSMC's stock price increased by 3.57% on October 8, attracting market attention [1] - The company plans to adjust its 2nm foundry pricing, which is only 15% to 20% higher than the 3nm process, indicating flexibility and market awareness [1] - TSMC will implement comprehensive price adjustments for 3/4/5/7nm processes next year, with increases depending on customer collaboration scale [1] Group 2 - TSMC is positioned as a key player in AI chip foundry services, with positive industry expectations due to its 2nm process layout [2] - Bank of America reaffirmed its "buy" rating for TSMC and raised the target price to $330, boosting market confidence in the company's future [1] - The demand for advanced process chips is expected to grow due to the rapid development of AI and high-performance computing, enhancing TSMC's competitive advantage [2]