台积电2nm晶圆供不应求，2026年起价格连涨四年

爱集微2025-12-29

台积电因人工智能（AI）需求激增，其2nm制程晶圆产能已排至2026年底，供不应求局面加剧。据行业消息，台积电已通知先进制程客户，自2026年至2029年将连续四年上调价格，尽管明年第一季度通常为行业淡季，但分析师认为此轮涨价将助力台积电维持增长动能，不过客户需提前做好财务准备，首轮调价预计自2026年元旦生效。台积电2nm制程晶圆价格涨幅将控制在个位数百分比，具体数值取决于客户订单规模及合同条款...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229094905a6dae7ed&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电因人工智能（AI）需求激增，其2nm制程晶圆产能已排至2026年底，供不应求局面加剧。据行业消息，台积电已通知先进制程客户，自2026年至2029年将连续四年上调价格，尽管明年第一季度通常为行业淡季，但分析师认为此轮涨价将助力台积电维持增长动能，不过客户需提前做好财务准备，首轮调价预计自2026年元旦生效。台积电2nm制程晶圆价格涨幅将控制在个位数百分比，具体数值取决于客户订单规模及合同条款...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229094905a6dae7ed&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":"LU2087625088.SGD","symbol_name":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) 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