US stocks surged | TSMC (TSM.US) rose more than 3%, with rumors of its 2nm process price being raised by at least 50%
According to the Zhitong Financial APP, on Tuesday, Taiwan Semiconductor (TSM.US) opened more than 3% higher, hitting a new all-time high of $281.70. In terms of news, media reports indicate that the price of the 2nm process of Taiwan Semiconductor has increased by at least 50% compared to the 3nm process, while the price of the last generation 3nm CPUs has risen by about 20%. Industry sources suggest that Taiwan Semiconductor's latest 2nm process will begin mass production this quarter, but due to the large capital expenditure on advanced processes, Taiwan Semiconductor currently has no discount or bargaining strategy. Supply chain estimates suggest that the flagship chip using the 2nm process may have a unit price of up to $280. In addition, storage chip giants such as Samsung and SK Hynix have already raised product prices, speeding up the price increase in the semiconductor industry.
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