台积电有了EUV光刻机后起飞：利润3.3倍增长 2nm晶圆价格超20万元

快科技2025-12-23

快科技12月24日消息，作为全球工艺最先进的晶圆代工厂，台积电是从什么时候起飞的？回头来看，量产EUV工艺是个转折点，此后的几年中台积电业绩及利润直接起飞。半导体分析机构Semi Analysis日前公布了台积电晶圆ASP均价的研究，指出台积电从2005到现在的20年可以分为两个阶段，2005到2019年以及2019到现在的6年。2005到2019年虽然长达14年，但台积电的晶圆ASP均价每片晶圆...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223211222a6c61aab&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技12月24日消息，作为全球工艺最先进的晶圆代工厂，台积电是从什么时候起飞的？回头来看，量产EUV工艺是个转折点，此后的几年中台积电业绩及利润直接起飞。半导体分析机构Semi Analysis日前公布了台积电晶圆ASP均价的研究，指出台积电从2005到现在的20年可以分为两个阶段，2005到2019年以及2019到现在的6年。2005到2019年虽然长达14年，但台积电的晶圆ASP均价每片晶圆...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223211222a6c61aab&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0541501648.USD","symbol_name":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) 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Analysis日前公布了台积电晶圆ASP均价的研究，指出台积电从2005到现在的20年可以分为两个阶段，2005到2019年以及2019到现在的6年。2005到2019年虽然长达14年，但台积电的晶圆ASP均价每片晶圆也只是增加了32美元，CAGA年复合增增长率只有0.1%，COGS成本也是一样的0.1%增长率。但是2019年之后就像做了火箭一样，ASP均价上涨了133%，年复合增长率高达15.2%，而成本增长只有10.1%，累积下来每片晶圆利润增长了3.3倍。在2019年之前，台积电每1美元的成本售价只能增加1.43美元，增量只有0.43美元，但在2019年之后1美元对应的是2.31美元的售价增加，利润是之前的三倍。台积电是在2018年正式量产EUV工艺，但当年产量还不多，2019年之后开始放量，晶圆价格也是这个时期开始上涨，尤其是2020年开始全球半导体供应链大调整，进一步加剧了台积电在先进工艺上的领先地位。从这个图表中可以看到，台积电的晶圆ASP均价达到了7000美元，这是什么概念呢？中芯国际3季度的财报中，晶圆ASP均价也就924美元，也就台积电均价的1/7不到。导致台积电晶圆ASP均价远高于其他对手的关键就是台积电先进工艺实在太强了，今年底量产的2nm晶圆报价据说是3万美元，折合20多万元，一片2nm晶圆就是均价的4倍多了。而且台积电前不久已经表态了，未来价格会连涨三年，传闻A16晶圆代工报价还要涨50%，差不多是4.5万美元一片。这样的价格也难怪多家厂商开始寻找三星及Intel代工，只不过后两家的技术和产能还没法跟台积电正面竞争，台积电涨价可以说没啥阻力，苹果、NVIDIA这样的大客户最多也就是优惠下，该涨还是要涨。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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