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为了让2nm显得不贵,台积电3nm涨价
半导体行业观察· 2025-10-09 02:34
先前有报告指出,客户若要获得台积电最新的2 纳米晶圆,可能需要支付高达50% 的溢价。然而,根 据最新的产业消息指出,实际的价格差异可能远没有想象中溢价那么剧烈,预计2 纳米晶圆仅比其3 纳米制程贵上10% 至20%。 根据Wccftech 引用市场台湾媒体Investor 的消息指出,这情况对使用台积电当前3 纳米制程的客户 来说,转向2 纳米制程似乎不再是严重的财务压力。然而,这样的情况建构在一个基础之上,那就是 2 纳米溢价不那么强烈的原因,在于台积电正计划对其现有的3 纳米调涨价格。 报导指出,台积电2 纳米晶圆的价格市场传出将达到每片30,000 美元的价格。而在此一价格不变的 情况下,市场人士分析,每片晶圆的高昂成本最终将转嫁到终端消费者身上,导致智慧型手机和平板 电脑等终端产品的价格将随之水涨船高,对于销售造成压力。 公众号记得加星标⭐️,第一时间看推送不会错过。 来源 :本文编译自technews 。 外媒报导,对于晶圆代工龙头台积电来说,制程技术的演进往往伴随著成本的飙升,这对仰赖其技术 的客户群,例如苹果(Apple)、高通(Qualcomm)和联发科(MediaTek)等,构成巨大的成本 ...
“9.24”新政一周年,慢牛格局延续
Tebon Securities· 2025-09-24 11:56
[Table_Main] 证券研究报告 | 策略点评 2025 年 09 月 24 日 策略点评 证券分析师 程强 资格编号:S0120524010005 邮箱:chengqiang@tebon.com.cn 翟堃 资格编号:s0120523050002 邮箱:zhaikun@tebon.com.cn 高嘉麒 资格编号:S0120523070003 邮箱:gaojq@tebon.com.cn 研究助理 相关研究 "9.24"新政一周年,慢牛格局延续 摘要。2025 年 9 月 24 日周三,A 股市场震荡上行,债券市场继续调整,工业品期 货普涨。 一、市场行情分析 1)股票市场:震荡上行,创业板与科创 50 均创阶段新高 图 1:近一年主要宽基指数涨幅 节前正常缩量,维持震荡慢牛观点,聚焦科技主线不变。虽然市场连续两日成交额 缩量,但我们认为在当前政策空窗期(美联储议息会、中美元首通话、"十四五" 时期金融业发展成就发布会已落地),且国庆中秋假期临近,市场缩量属于正常现 象。当前全市场连续 31 天成交额超 2 万亿显示市场韧性,未出现资金大规模撤 离。我们认为当前政策空窗期环境下产业趋势对市场影响将更大,未 ...
15大客户疯抢2nm
半导体行业观察· 2025-09-23 01:08
公众号记得加星标⭐️,第一时间看推送不会错过。 报导指出,台积电2纳米产量将显著高于3纳米,主要归功其定价策略更具吸引力,同时吸引到高速运 算客户加入。 报导分析,这意味台积电2纳米不仅需求强劲,AI产业也将占其中极大比重。虽然希金斯没有透露具 体客户名单,业界预期,包括苹果、联发科、超微、英伟达、高通、Google、博通、亚马逊、迈威 尔、Meta、微软、OpenAI等,「只要你想得到和AI应用有关的科技大厂」,都是台积电2纳米的客 户。 台积电对2纳米制程深具信心,董事长魏哲家先前已公开表态:「2纳米需求将会超越其前一代制程, 预计将为公司提供稳定的业务基础和五年内可持续成长。」 台积电初期2纳米产线将横跨台湾四个主要晶圆厂区,地点位于新竹宝山及高雄。为满足客户需求, 台积电积极扩产,预计到2026年,2纳米月产能将达10万片。 来源 : 内容来自经济日报 。 台积电(2330)2纳米订单超旺,晶圆检测设备大厂科磊(KLA)高层爆料,台积电已有15家2纳米 客户,当中十家来自高速运算(HPC)领域。这意味AI相关应用大举推升台积电2纳米需求,台积电 大咬AI红利之际,2纳米也成为新世代制程的核心动能。 这 ...
消息称台积电考虑明年将高端工艺制程涨价5%-10%
Sou Hu Cai Jing· 2025-09-01 15:57
Core Insights - TSMC is considering increasing prices for all high-end process technologies by 5%-10% in 2026 to offset U.S. tariffs, currency fluctuations, and supply chain cost pressures [1] - The higher pricing has been communicated to TSMC's foundry partners, which include advanced nodes such as 5nm, 4nm, 3nm, and 2nm [1] - Major clients of TSMC, including Nvidia and Apple, will face increased costs for chips due to this potential price hike [1] - TSMC's Chairman, C.C. Wei, humorously commented on the company's consideration of price increases, indicating that some thoughts are not meant to be publicly expressed [1]
台积电美国,提前获得2nm!
半导体芯闻· 2025-08-20 11:10
Core Viewpoint - TSMC is advancing its 2nm process technology with plans for a second fab in Arizona, aiming for an initial monthly capacity of approximately 20,000 wafers to meet strong local demand [1][2] Group 1: TSMC's Expansion Plans - TSMC's second fab in Arizona has completed construction and will utilize 3nm technology, with mass production timelines accelerated to support customer needs [1] - The third fab in the U.S. is under construction, set to employ both 2nm and A16 process technologies, driven by robust AI-related demand [1] - The timeline for establishing a mini-line at the second fab is now projected for Q2 2027, with mass production expected by Q4 2027, significantly ahead of the initial 2028 forecast [1] Group 2: 2nm Production Capacity - TSMC's 2nm production plans in Taiwan remain unchanged, with the Hsinchu Baoshan plant expected to reach a monthly capacity of 35,000 to 40,000 wafers by year-end, and the Kaohsiung plant already in production with a capacity of up to 10,000 wafers [2] - The total monthly capacity for TSMC's 2nm family (N2/N2P/N2X/A16) is estimated to reach 100,000 wafers by the end of 2026, with continued expansion through 2027-2028 [2] - Major clients for TSMC's 2nm technology include AMD, Apple, Qualcomm, MediaTek, Marvell, Broadcom, Bitmain, and Intel, indicating strong demand from leading industry players [2] Group 3: Competitive Landscape - Industry experts note that TSMC's capacity planning is flexible and adjusts based on customer demand and market conditions, ensuring that the expansion in the U.S. will not significantly detract from Taiwan's production capacity [2] - The demand for 2nm technology is high, and competitors like Samsung, Intel, and Rapidus still lag behind TSMC in yield, capacity expansion, and production stability, leaving TSMC as the primary choice for customers [2]
台积电美国厂,开始挣钱了
半导体行业观察· 2025-08-18 00:42
Core Viewpoint - TSMC's expansion in the U.S. is showing promising results, with significant profits from its Arizona facility, indicating a successful shift towards American manufacturing in the semiconductor industry [2][3][4]. Financial Performance - TSMC reported a net profit of NT$3,982.7 billion for Q2, with the Arizona plant contributing NT$42.32 billion in net profit, marking its first profit contribution to the parent company [2][4]. - The company's consolidated revenue reached NT$9,337.9 billion, with a net profit growth of 60.7% year-on-year and a gross margin of 58.6%, setting a historical record [4][6]. Production Capacity and Demand - The Arizona P1 plant has a monthly production capacity of approximately 30,000 4nm wafers, fully booked by major clients like Apple and AMD [3][6]. - TSMC's U.S. facilities currently meet only 7% of the U.S. chip demand, highlighting the need for further expansion to satisfy local market requirements [6][8]. Competitive Landscape - TSMC's investment in the U.S. is driven by the need to secure major clients and avoid tariffs, with over 90% of its high-margin orders coming from U.S. customers [4][6]. - The competition is intensifying, as companies like Samsung are also expanding their semiconductor manufacturing capabilities in the U.S. [6][8]. Advanced Packaging and AI Demand - The demand for advanced packaging, particularly CoWoS technology, is surging due to the rise of AI applications, leading to capacity constraints across Taiwan's packaging facilities [9][10]. - TSMC's advanced packaging plant in Chiayi is facing delays, exacerbating the supply-demand imbalance in the market [10][11].
三星3nm,太惨了
半导体芯闻· 2025-05-29 10:22
Group 1 - Samsung Electronics' foundry division has secured orders for 7nm and 8nm processes from AI chip design companies, including Nintendo, improving capacity utilization [1] - Samsung's 3nm process is facing challenges, with a yield rate around 50%, while TSMC has achieved over 90% yield, raising concerns about Samsung's competitiveness in advanced processes [1][2] - Major clients like Google are shifting from Samsung's 3nm process to TSMC, indicating a loss of trust in Samsung's foundry capabilities due to yield issues [2] Group 2 - Apple, Qualcomm, NVIDIA, and MediaTek are adopting TSMC's third-generation 3nm process, with plans to transition to 2nm starting in 2026 [2] - The semiconductor industry emphasizes the importance of trust between foundries and clients, and Samsung's yield problems have led to skepticism about its foundry business [2]