台积电2nm制程的定价策略显示出这家全球最大芯片代工厂的强势地位。业界传出，明年手机芯片将进 入2nm时代，但台积电先进制程的资本支出庞大，虽然良率已率先达标，公司仍维持强硬的定价策略。 相比3nm制程，2nm制程价格涨幅最少为50%。初期产品将以AI、高效运算芯片为主，但明年底手机芯 片将陆续量产。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。 目前Android手机阵营的联发科、高通正发表最新旗舰芯片天玑9500以及Snapdragon 8 Elite Gen 5，均采 用台积电最新N3P制程。供应链指出，这些末代3nm旗舰芯片报价已有16至24%的涨幅。 据Economic News Daily报道，苹果已将其在台积电2nm产能的预订份额从此前的近50%进一步提升至超 过50%。作为台积电最大客户，苹果2024年贡献了这家芯片代工巨头22%的营收，达194亿美元。 苹果最新iPhone 17系列的A19芯片采用台积电最新3nmN3P制程，下一代A20将进入2nm时代。这一庞大 的采购规模为苹果在产能分配上提供了强有力的谈判筹码。 全球半导体行业正迎来新一轮涨价潮！ 周二，据媒体报道，台积电 ...

SAN DIEGO, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Truepic, the enterprise leader of Visual Risk Intelligence in the AI era, announced that its media library, which allows signing and reading of digital content aligned to the Coalition for Content Provenance and Authenticity (C2PA), will be pre-embedded into the Snapdragon® 8 Elite Gen 5 Mobile Platform. This milestone integration will deliver secure provenance and verified Content Credentials directly to mobile devices powered by Snapdragon 8 Elite Gen 5. The a ...

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Qualcomm making news right now about its next generation mobile and PC chips. Joining us from the annual Snapdragon Summit in Hawaii in a first on CNBC interview is Qualcomm CEO Cristiano Aman. Cristiano, aloha.Uh Qualcomm supplies the chips for flagship smartphones that don't carry Apple's logo pretty much everywhere now. So tell tell us what's enabled here with Snapdragon 8 uh Elite Gen 5. How will it play with Agentic AI.Very good. Look, uh, great talking to you. I think we're missing you here.This has b ...

Qualcomm making news right now about its next generation mobile and PC chips. Joining us from the annual Snapdragon Summit in Hawaii in a first on CNBC interview is Qualcomm CEO Cristiano Aman. Cristiano, aloha.Uh Qualcomm supplies the chips for flagship smartphones that don't carry Apple's logo pretty much everywhere now. So tell tell us what's enabled here with Snapdragon 8 uh Elite Gen 5. How will it play with Agentic AI.>> Very good. Look, uh, great talking to you. I think we're missing you here.This ha ...

At its core, the Snapdragon 8 Elite Gen 5 introduces the 3rd Generation Qualcomm Oryon CPU, which the company describes as the fastest mobile CPU ever built. The chipset also brings a new Adreno GPU architecture and an upgraded Hexagon NPU, together delivering significant generational gains: up by 20% improved by 23% increased by 37%Boosting Everyday ExperiencesThe new platform focuses on amplifying the features smartphone users rely on daily. Qualcomm highlights lightning-fast multitasking, seamless app s ...

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]

【导读】美股等待美联储主席讲话，台积电创新高 大家好，今晚继续关注海外市场的表现！ 美股涨跌互现 9月23日晚间，美股三大指数涨跌不一。道指盘初涨约200点，随后涨幅明显收窄；纳指、标普500指数小幅下跌。 今晚美股稍作休整，交易员等待美联储主席杰罗姆·鲍威尔发表讲话，三大指数在历史高位附近波动。 道指的上涨受波音走强提振。此前，特朗普称赞乌兹别克斯坦总统沙夫卡特·米尔济约耶夫与波音签署了一项价值逾80亿美元的"伟大交 易"，波音股价随之上扬。 本周数据较为清淡，交易员正为周五做好准备，届时美联储偏好的通胀指标——核心PCE物价指数将公布。 有分析师表示："投资者依然保持'半杯水是满的'的乐观心态。尽管估值高企且对劳动力市场存在担忧，但空头始终难以取得进展。虽然市 场的强势值得关注（过去七周中有六周上涨，年内已第28次创收盘新高），但更令人印象深刻的是市场的稳定性，过去一个多月没有出现单 日超过1%的波动。" 美联储主席鲍威尔将发表自上周降息以来的首次公开讲话，市场期待获得有关利率路径的新线索。随着下一个财报季临近，美股在今年底前 面临一场大考。 自上周美联储降息以来，市场已将美股推至历史新高。英伟达与Ope ...

【导读】美股等待美联储主席讲话，台积电创新高 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现！ 美股涨跌互现 9月23日晚间，美股三大指数涨跌不一。道指盘初涨约200点，随后涨幅明显收窄；纳指、标普500指数小幅下跌。 本周数据较为清淡，交易员正为周五做好准备，届时美联储偏好的通胀指标——核心PCE物价指数将公布。 今晚美股稍作休整，交易员等待美联储主席杰罗姆·鲍威尔发表讲话，三大指数在历史高位附近波动。 道指的上涨受波音走强提振。此前，特朗普称赞乌兹别克斯坦总统沙夫卡特·米尔济约耶夫与波音签署了一项价值逾80亿美元的"伟大交易"， 波音股价随之上扬。 | 低:214.93 | 昨收:212.09 | 成交额：13.31亿 | 振幅: 2.31% | | --- | --- | --- | --- | | 2周最高: 242.69 | 量比: 2.66 | 市盈率(TTM)：亏损 | 市净率： -49.66 | | 2周最低：128.88 | 委比:50.00% | 市盈率(静)：亏损 | 市销率: 2.13 | | 股收益: -14.13 | 股息(TTM): -- | 每手股数：1 | 总市值: ...

【导读】美股等待美联储主席讲话，台积电创新高 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现！ 美股涨跌互现 9月23日晚间，美股三大指数涨跌不一。道指盘初涨约200点，随后涨幅明显收窄；纳指、标普500指数小幅下跌。 | 最高: 219.82 | 今开: 217.12 | 成交量: 612.46万股 | 换手:0.81% | | --- | --- | --- | --- | | 最低:214.93 | 昨收:212.09 | 成交额：13.31亿 | 振幅: 2.31% | | 52周最高: 242.69 | 量比: 2.66 | 市盈率(TTM)：亏损 | 市净率：-49.66 | | 52周最低: 128.88 | 委比: 50.00% | 市盈率(静)：亏损 | 市销率: 2.13 | | 每股收益: -14.13 | 股息(TTM): -- | 每手股数：1 | 总市值:1636.17亿 | | 每股净资产:4.37 | 股息率(TTM): -- | 最小价差:0.01 | 总股本: 7.56亿 | | 机构持股： -- | Beta: -- | 空头回补天数： -- | 货币单位: U ...