02/05/2025, 03:54 AM UTC
台积电计划涨价15%TSMC Plans to Increase Prices by 15%
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%。
➁ 上涨的原因是生产成本上升和潜在的美国关税。
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。
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。
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。
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。
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。
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。
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。
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。
➀ TSMC is planning to increase the price of its most advanced semiconductor wafers by up to 15% this year.
➁ The increase is attributed to rising production costs and potential U.S. tariffs.
➂ The price hike could further deviate the final product from the Moore's Law curve.
➃ TSMC is expected to start raising prices from the 7nm node, with the cost of a wafer approximately $10,000.
➄ The company's most privileged client, Apple, currently pays $18,000 per 3nm wafer.
➅ The new tariffs could push the price of 3nm wafers up to $20,000 to $23,000 per wafer.
➆ Higher wafer prices have already led to higher equipment prices, but performance improvements have been less impressive.
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.
➈ TSMC plans to start producing 4nm chips in Arizona this year and aims to produce 3nm and 2nm nodes in the next decade.
➉ There are rumors that TSMC will build a 1nm super wafer factory in Tainan, Taiwan.
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