3 万美元一片！台积电 2nm 高价炸场，AMD 抢先上车

抖音推荐 2025年08月20日 19:54 1 admin

US$30,000 per wafer! TSMC’s 2nm pricing stuns the market, with AMD leading the adoption

TSMC has achieved a critical breakthrough in the development of its 2nm process. According to the latest data, the initial yield rate for its 2nm process has reached 64%-66%, with the SRAM yield rate exceeding 90%, significantly ahead of its competitor Samsung Electronics’ 40% yield rate. This technological advantage lays a solid foundation for trial production in the second half of 2025 and mass production in 2026. In terms of production capacity planning, TSMC aims for an initial monthly capacity of 30,000 to 35,000 wafers, with plans to increase monthly capacity to 60,000 wafers by 2026 through four newly built wafer fabs. Technologically, the 2nm process offers a 10%-15% performance improvement at the same power consumption or a 20%-30% reduction in power consumption at the same performance level. This enhancement holds significant value for AI chips and high-performance computing applications. In terms of market strategy, TSMC has adopted a premium pricing approach, setting the price per wafer at US$30,000, representing a more than 50% increase compared to the 3nm process. This strategy aims to prioritize meeting the demands of high-end customers such as Apple, NVIDIA, and AMD. Notably, AMD has announced that it will be among the first to adopt the 2nm process in processors set for release in 2026. Regarding global expansion, TSMC has received government support in multiple regions, securing approximately RMB 16.03 billion in subsidies in the first half of 2025. These funds support the construction of its factories in the United States, Japan, Germany, and other locations, with the facility in Arizona, USA, set to mass-produce 2nm and more advanced processes. Compared to Samsung’s strategy of competing for market share with lower prices, TSMC is consolidating its leading position in advanced processes through technological advantages and partnerships with high-end customers. With the mass production of the 2nm process approaching, TSMC is poised to further expand its competitive edge in the high-end chip manufacturing market.