技术升级方面，iPhone 18 Pro系列有望搭载基于台积电2nm工艺的A20芯片，其性能较前代预计提升 15%，功耗降低30%。同时，该系列将首次采用全新封装工艺（WMCM技术），将RAM直接集成于芯 片晶圆上，以提升散热效率并释放内部空间。影像系统也将迎来革新，主摄或将支持手动可变光圈功 能。 （来源：CNMO科技） 【CNMO科技消息】近日，有数码博主爆料称，苹果iPhone 18系列将于今年12月启动生产线架设及量 产验证流程，预计2026年第二季度初期正式投入量产，并于第三季度初期完成产能爬坡。CNMO注意 到，这一生产规划与苹果供应链的常规节奏吻合，但具体机型配置和发布时间仍存在变数。 iPhone 17 根据供应链消息，苹果计划从iPhone 18系列开始调整产品发布策略，采用秋季与春季交替发布的模 式。高端机型（包括Pro、Pro Max及折叠屏版本）将优先于2026年秋季发布，而标准版iPhone 18和 iPhone 18e则可能延期至2027年春季亮相。 iPhone 18 Pro概念图 产业链动向表明，iPhone 18系列的量产筹备已进入关键阶段。若计划顺利，新机有望在2026年9 ...

Group 1: Semiconductor Price Increases - The global semiconductor industry is experiencing a new wave of price increases, with TSMC's 2nm process prices rising at least 50% compared to the 3nm process, and the last generation 3nm CPU prices increasing by approximately 20% [1] - TSMC's latest 2nm process is set to begin mass production this quarter, but due to high capital expenditures, the company has no discount or negotiation strategy in place [1] - The flagship chips using the 2nm process are expected to have a unit price of around $280 [1] Group 2: Memory Chip Price Adjustments - Samsung has significantly raised prices for memory and flash products, with DRAM prices increasing by up to 30% and NAND flash prices rising by 5-10% due to supply constraints and surging demand from cloud enterprises [4] - Micron and SanDisk have also announced similar price increases, with Micron's prices rising by 20-30% and the company halting new orders [4] - The current price surge reflects the deep impact of AI applications on the semiconductor supply chain, with data center construction driving up storage procurement volumes [4] Group 3: Competitive Landscape - Apple has increased its reservation share for TSMC's 2nm capacity from nearly 50% to over 50%, contributing 22% of TSMC's revenue in 2024, amounting to $19.4 billion [2] - Qualcomm and MediaTek plan to launch their first 2nm chip products by the end of 2026, but Apple's capacity monopolization strategy may create supply constraints for these competitors [3] - This concentration of capacity allocation is likely to widen the technology gap between Apple and the Android ecosystem [3]

Group 1 - TSMC's 2nm process pricing has increased by at least 50% compared to the 3nm process, with the last generation 3nm CPU prices rising by approximately 20% [1][2] - TSMC's latest 2nm process is set to begin mass production this quarter, but due to high capital expenditures, the company is not offering discounts or negotiation strategies [1][2] - The flagship chips using the 2nm process are expected to have a unit price of around $280 [1] Group 2 - Samsung has significantly raised prices for memory and flash products, with DRAM prices increasing by up to 30%, and NAND flash prices rising by 5-10% due to supply constraints and surging demand from cloud enterprises [5][6] - Micron and SanDisk have also announced similar price increases, with Micron's prices rising by 20-30% and halting new orders [5] - The current price surge reflects the deep impact of AI applications on the semiconductor supply chain, with data center construction driving up storage procurement [6] Group 3 - Apple has increased its reservation share for TSMC's 2nm capacity from nearly 50% to over 50%, contributing 22% of TSMC's revenue in 2024, amounting to $19.4 billion [2] - Qualcomm and MediaTek plan to launch their first 2nm chip products by the end of 2026, but Apple's capacity monopolization may create supply constraints for these competitors [3]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 美股高位调整，市场发出"互联网泡沫"的担忧。美联储官员对接下来的降息路径给出不同信 号。受苹果新品发布等影响，部分芯片股走高。中概互联网股票普跌，木头姐重购阿里巴巴 等股票。 美股高位调整 美东时间9月23日（周二），美股三大指数调整。此前，三大指数均连续创下历史新高。 截至收盘，道琼斯指数下跌0.19%，标普500指数下跌0.55%，纳斯达克指数下跌0.95%。 | 名称 | 现价 | 涨跌幅▶ | | --- | --- | --- | | 道琼斯工业指数 | 46292.78 | -0.19% | | DJI.GI | | | | 纳斯达克指数 | 22573.47 | -0.95% | | IXIC.GI | | | | 标普500 | 6656.92 | -0.55% | | SPX.GI | | | 当日，美联储官员对接下来的降息路径，发布不同信号。 美联储主席鲍威尔发表讲话，称美股估值"相当高"，并重申美联储面临通胀上升与就业下滑 的双重挑战。他未明确表态十月是否降息，言论打压市场情绪 ...

美股高位调整，市场发出"互联网泡沫"的担忧。美联储官员对接下来的降息路径给出不同信 号。受苹果新品发布等影响，部分芯片股走高。中概互联网股票普跌，木头姐重购阿里巴巴 等股票。 美股高位调整 美东时间9月23日（周二），美股三大指数调整。此前，三大指数均连续创下历史新高。 截至收盘，道琼斯指数下跌0.19%，标普500指数下跌0.55%，纳斯达克指数下跌0.95%。 | 名称 | 现价 | 涨跌幅▶ | | --- | --- | --- | | 道琼斯工业指数 | 46292.78 | -0.19% | | DJI.GI | | | | 纳斯达克指数 | 22573.47 | -0.95% | | IXIC.GI | | | | 标普500 | 6656.92 | -0.55% | | SPX.GI | | | 【导读】鲍威尔称美股估值"相当高"，美联储官员对接下来的降息路径给出不同信号，美股 市场发出"互联网泡沫"担忧 中国基金报记者 储是 当日，美联储官员对接下来的降息路径，发布不同信号。 美联储主席鲍威尔发表讲话，称美股估值"相当高"，并重申美联储面临通胀上升与就业下滑 的双重挑战。他未明确表态十月是否 ...

Group 1 - Major semiconductor companies, including TSMC, Samsung, Micron, and SanDisk, have announced price increases for their products, reflecting the strong demand driven by the AI wave and data center construction [1][3] - TSMC plans to raise prices for its 3nm and 2nm process nodes, with the 2nm process expected to see a price increase of at least 50% compared to the 3nm process, significantly exceeding market expectations [2][3] - The price hikes in memory chips include a 30% increase for DRAM products and a 5% to 10% increase for NAND flash products from Samsung, driven by supply constraints and surging demand from cloud enterprises [3] Group 2 - TSMC's strong pricing strategy highlights its dominant position in the supply chain, with major clients like Apple and Nvidia relying on its advanced process technologies for their next-generation chips [3] - The stock prices of major memory chip manufacturers, including Samsung and SK Hynix, have risen in response to the price increases, indicating a positive market reaction [3] - The overall performance of the US stock market remains mixed, with major tech stocks experiencing declines, while semiconductor stocks show strength due to the price increase announcements [3]

Group 1 - The U.S. stock market showed mixed performance with the Dow Jones initially rising by about 200 points before narrowing its gains, while the Nasdaq and S&P 500 experienced slight declines [3][4] - Boeing's stock price surged following a significant deal worth over $8 billion with Uzbekistan, which was praised by former President Trump [4] - The market is awaiting comments from Federal Reserve Chairman Jerome Powell, which are expected to provide insights into future interest rate paths [7] Group 2 - TSMC's stock price increased by over 3%, reaching a new high, driven by the launch of Apple's iPhone 17 series featuring the latest A19 chip manufactured using TSMC's 3nm N3P process [10][12] - The semiconductor industry is experiencing inflation, with prices for the latest 3nm chips rising by approximately 20% compared to previous generations, and projections indicate a further increase of over 50% for the upcoming 2nm chips [12][14] - Major chip manufacturers like MediaTek and Qualcomm are set to release their flagship chips, which also utilize TSMC's latest process, with price increases expected [13][14]

Core Viewpoint - The recent price increase in the semiconductor industry, led by TSMC, reflects the deep impact of the AI wave on the semiconductor supply chain, with rising demand for data center construction driving up memory procurement and enhancing the bargaining power of chip suppliers [1][5]. Group 1: TSMC's Price Increase - TSMC plans to raise prices for its 3nm and 2nm process nodes, with the 2nm process expected to see a price increase of at least 50% compared to the 3nm process, significantly exceeding market expectations [2][3]. - The 2nm process is set to begin mass production this quarter, but TSMC has no plans for discounts or negotiation strategies due to the high capital expenditure associated with advanced processes [2][4]. Group 2: Impact on Other Chip Manufacturers - Other major chip manufacturers, including Samsung, Micron Technology, and SanDisk, have also announced price increases, with DRAM prices rising by up to 30% and NAND flash prices increasing by 5% to 10% due to supply constraints and surging demand from cloud enterprises [5][6]. - Micron Technology's storage chip prices have increased by 20% to 30%, and the company has paused accepting new orders [6]. Group 3: Market Reaction - Following the price increase announcements, TSMC's ADR surged nearly 5% at the market open, reaching a historical high, while other semiconductor stocks, including Intel and Micron Technology, also saw significant gains [2][7]. - In the Asian trading session, shares of storage chip giants like Samsung and SK Hynix rose, reflecting the overall positive sentiment in the semiconductor sector [7].

芯片巨头突然掀起涨价潮。 受涨价消息刺激， 今晚美股开盘后 ，台积电ADR大幅飙涨，盘初一度暴涨近5%，创出历史新高，其他美股芯片股亦多数走强。有消息称，台积电正在计划对其3纳 米制程和2纳米制程的工艺节点进行涨价。另外，三星、美光科技和闪迪等大厂此前也宣布了涨价策略。 有分析人士指出，这轮芯片涨价潮反映出AI浪潮对半导体产业链的深度影响，数据中心大规模建设的需求持续推高存储器采购量，芯片供应商的议价能力显著增 强。 台积电暴涨 北京时间9月23日晚间，美股开盘后，台积电ADR直线拉升，一度暴涨近5%，截至22:50，涨幅为3.5%。美股其他芯片股亦多数走强，英特尔大涨超4%，美光科 技、安森美半导体涨超2%，博通、阿斯麦ADR、应用材料、德州仪器均涨超1%。 有消息称，台积电正在计划对其3纳米制程和2纳米制程的工艺节点进行涨价。产业链人士透露，由于研发成本高昂加上良率较竞争对手更高，台积电2纳米制程价 格相比3纳米或至少上涨50%。这一涨幅远超市场预期，反映出先进制程技术的稀缺性和高昂成本。 据业界消息，台积电2纳米制程将于本季度开始量产，但由于先进制程资本支出庞大，台积电暂无打折及议价策略。 这一定价策略 ...

来源：券商中国 芯片巨头突然掀起涨价潮。 受涨价消息刺激，今晚美股开盘后，台积电ADR大幅飙涨，盘初一度暴涨近5%，创出历史新高，其他 美股芯片股亦多数走强。有消息称，台积电正在计划对其3纳米制程和2纳米制程的工艺节点进行涨价。 另外，三星、美光科技和闪迪等大厂此前也宣布了涨价策略。 有分析人士指出，这轮芯片涨价潮反映出AI浪潮对半导体产业链的深度影响，数据中心大规模建设的 需求持续推高存储器采购量，芯片供应商的议价能力显著增强。 美股市场整体呈现窄幅震荡格局，三大指数涨跌不一，截至发稿，道指涨0.55%，纳指跌0.24%，标普 500指数微涨0.02%。 台积电暴涨 北京时间9月23日晚间，美股开盘后，台积电ADR直线拉升，一度暴涨近5%，截至22:50，涨幅为 3.5%。美股其他芯片股亦多数走强，英特尔大涨超4%，美光科技、安森美半导体涨超2%，博通、阿斯 麦ADR、应用材料、德州仪器均涨超1%。 有消息称，台积电正在计划对其3纳米制程和2纳米制程的工艺节点进行涨价。产业链人士透露，由于研 发成本高昂加上良率较竞争对手更高，台积电2纳米制程价格相比3纳米或至少上涨50%。这一涨幅远超 市场预期，反映出先进 ...