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台积电2nm晶圆:售价3万美金
半导体行业观察· 2025-08-19 01:24
Core Viewpoint - The competition in the 2nm semiconductor foundry market is intensifying, with TSMC adopting a high-price strategy while Samsung focuses on competitive pricing and rapid supply response [2][3][5]. Group 1: TSMC's Strategy - TSMC has set the price for its 2nm wafers at approximately $30,000 each, which is about 50-66% higher than its current 3nm process [2]. - The company plans to start trial production within 34 months, aiming for a monthly capacity of 30,000 to 35,000 wafers initially, and to reach 60,000 wafers per month by 2026 [2]. - TSMC's strategy is to maximize profits by focusing on "premium demand" from high-performance computing (HPC) and artificial intelligence (AI) clients, such as Apple, NVIDIA, and AMD [2]. Group 2: Samsung's Response - Samsung is currently facing a yield rate of about 40% for its 2nm process, which is slower than TSMC's production speed [3]. - The company is adopting a low-price and fast-response strategy to attract new customers, including a recent partnership with Tesla for AI chip production [3][4]. - The collaboration with Tesla is expected to have a positive long-term impact on Samsung's profitability and yield improvement [4]. Group 3: Competitive Landscape - The competition in the 2nm era will depend on various factors, including technological strength, pricing, supply speed, and long-term partnerships [5]. - TSMC's high-price strategy aims to enhance loyalty among large AI and HPC clients, while Samsung seeks to build its customer base through competitive pricing [5].