台积电(TSM.US)盘前涨3.3%，报330.2美元，开盘后势将刷新股价历史高位。消息面上，台积电官网信 息显示，2nm制程工艺已按计划在去年四季度量产，就晶体管的密度和能效而言是当前半导体领域最先 进的技术，能显著提升芯片的性能。此外，有消息称台积电2nm先进制程工艺量产初期的产能约为每月 3.5万片晶圆，到今年底有望升至14万片/月，高于此前市场预估的10万片/月。(格隆汇) ...

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 ...

2022年12月29日，台积电宣布量产3nm晶圆代工制程。 2025年12月，2nm制程的"终局考"也正式进入阅卷阶段。 此前台积电、三星、英特尔三大巨头几乎同时官宣，要在2025年Q4攻克2nm先进制程，让这场顶尖芯片工艺的竞速赛 进入白热化。时至Q4最后一周，在行业各方的高度关注之下，这一年半导体领域的最大悬念，终于揭开关键序幕。 01 台积电2nm，交卷了 本周一，半导体产业纵横注意到台积电在其2nm 技术官方网页上发表声明称："台积电的 2nm (N2) 技术已按计划于 2025 年第四季度开始量产。 " 从性能提升的角度来看，N2 的设计目标是在相同功耗下实现 10%–15% 的性能提升，在相同性能下降低 25%–30% 的 功耗，并且对于包含逻辑、模拟和 SRAM 的混合设计，晶体管密度比 N3E 提高 15%。对于纯逻辑设计，晶体管密度 比 N3E 高出 20%。 台积电的N2工艺是该公司首个采用环栅纳米片晶体管（GAA）的工艺节点。在这种晶体管中，栅极完全环绕由水平堆 叠纳米片构成的沟道。这种几何结构改善了静电控制，降低了漏电，并能够在不牺牲性能或能效的前提下实现更小的 晶体管尺寸，最终提高了 ...

Group 1: 5G and 6G Technology Transition - By 2025, the Chinese network connection device market is expected to reach 120 billion RMB, with an annual growth rate of 15%, and to exceed 210 billion RMB by 2030, with a CAGR of 11.8% [1] - Domestic companies like Huawei and Unisoc have made breakthroughs in 5G baseband and Wi-Fi 6/7 chips, but still rely on imported advanced processes below 7nm [1] - The global market share for domestic companies is projected to reach 30%, with significant advantages in 5G base stations and all-optical networks [1] Group 2: Motorcycle Industry Analysis - The motorcycle industry, while less focused on than automobiles and commercial aircraft, has a market size second only to these sectors, with China holding a significant position [2] - China is the largest motorcycle producer globally, with over 5 million units sold domestically and over 10 million exported annually, accounting for more than 30% of the global market [2] - Domestic motorcycle brands have improved their technology and product quality, particularly in the large-displacement motorcycle market, gradually surpassing joint venture brands [4] Group 3: Windsurf Acquisition and AI Coding Market - Windsurf, initially a GPU virtualization startup, transformed into an AI programming platform in 2022, attracting many developers [3] - OpenAI's planned acquisition of Windsurf for $3 billion in April 2023 faced challenges due to restrictions on access to the Claude model, impacting user experience [3] - The AI programming market is becoming increasingly competitive, with platforms like GitHub Copilot and Cursor still supporting the Claude model, but facing potential limitations due to tensions between OpenAI and Anthropic [3] Group 4: Huawei WATCH 5 Launch - Huawei's upcoming WATCH 5 is set to be the world's first 5G-enabled smartwatch, featuring a new Kirin chip and 5G eSIM communication module for high-speed connectivity [4][5] - The device supports dual-engine computing, offering powerful performance in "full mode" and extended battery life in "power-saving mode" [4] - The WATCH 5 also incorporates advanced features like Star Flash technology for improved connectivity and a smart assistant for precise health monitoring [6][7] Group 5: TSMC 2nm Process Yield - TSMC's 2nm process yield improved from 60% to 90% since risk production began in July 2023, leveraging experience from 3nm production [8] - By the end of 2025, TSMC is expected to produce 50,000 to 80,000 2nm wafers monthly, with demand significantly outpacing that for 5nm [8] - The N2 process offers a 10-15% performance increase at the same power level or a 25-30% power reduction at the same performance level, with a 1.7x increase in transistor density [8]