02/05/2025, 11:54 AM UTC
台积电计划涨价15%TSMC Plans to Increase Prices by 15%
<p>➀ 台积电今年可能将其最先进的半导体晶圆价格提高高达 15%。</p><p>➁ 上涨的原因是生产成本上升和潜在的美国关税。</p><p>➂ 价格上涨可能会导致最终产品进一步偏离摩尔定律曲线。</p><p>➃ 预计台积电将从 7nm 开始提高较小节点的价格，每片晶圆的成本约为 10,000 美元。</p><p>➄ 台积电最有特权的客户苹果目前每片 3nm 晶圆支付 18,000 美元。</p><p>➅ 新的关税可能会使 3nm 的价格上涨至每片晶圆约 20,000 至 23,000 美元。</p><p>➆ 与前十年的产品相比，晶圆价格更高，这已经导致设备价格更高，但性能改进却不那么令人印象深刻。</p><p>➇ 近期的 iPhone 芯片并没有像以前那样大幅超越其前代产品，而 Nvidia 最新发布的 RTX 50 系列是近年来最令人失望的显卡之一。</p><p>➈ 台积电计划今年在亚利桑那州开始生产 4nm 芯片，并计划在接下来的十年内生产 3nm 和 2nm 等更先进的节点。</p><p>➉ 最近有传言称，台积电将在台湾台南市建造一座 1nm 超级晶圆厂。</p><p>➀ TSMC is planning to increase the price of its most advanced semiconductor wafers by up to 15% this year.</p><p>➁ The increase is attributed to rising production costs and potential U.S. tariffs.</p><p>➂ The price hike could further deviate the final product from the Moore's Law curve.</p><p>➃ TSMC is expected to start raising prices from the 7nm node, with the cost of a wafer approximately $10,000.</p><p>➄ The company's most privileged client, Apple, currently pays $18,000 per 3nm wafer.</p><p>➅ The new tariffs could push the price of 3nm wafers up to $20,000 to $23,000 per wafer.</p><p>➆ Higher wafer prices have already led to higher equipment prices, but performance improvements have been less impressive.</p><p>➇ The recent iPhone chip did not significantly outperform its predecessor, and the Nvidia RTX 50 series is one of the most disappointing graphics cards in recent years.</p><p>➈ TSMC plans to start producing 4nm chips in Arizona this year and aims to produce 3nm and 2nm nodes in the next decade.</p><p>➉ There are rumors that TSMC will build a 1nm super wafer factory in Tainan, Taiwan.</p>
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