【芯闻前沿】远低于台积电，三星2nm晶圆单价仅2万美元！

物理微电子前沿...01-08

三星电子在 2 纳米晶圆定价上的激进策略，成为全球晶圆代工竞争的一大看点。据业内消息，三星计划将其 2 nm GAA（全环绕栅极）工艺晶圆的单价定在约20,000 美元/片，这比竞争对手台积电的 2 nm 芯片单片报价约 30,000 美元低了大约三分之一左右。这样的价格策略不仅明显拉开了两家在价格战线上的差距，也让市场重新审视三星在先进制程竞争中的位置。这并不是官方公布的数据，而是行业多方透露和...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108095331a4a9dabc&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":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108095331a4a9dabc&s=b","article_id":"2601363293","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108095331a4a9dabc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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工艺上已经看到良率提升的迹象，这让它有更底气用更有竞争力的价格去争夺客户。这样的定价策略，短期内可以帮助三星吸引更多制程订单。比如业界就曾传出，高通等 IC 设计公司正在评估三星的 2 nm 工艺，考虑在成本和供应链布局上进行更多尝试，这对于三星争夺市场份额无疑是个利好。从市场供需的角度看，目前先进制程订单的争夺已经进入白热化状态。一方面，随着 AI、移动设备、高性能计算等领域对更高性能和更低功耗芯片的需求爆发，2 nm 这样的领先节点成为各大芯片设计公司争相布局的对象。另一方面，先进制程的产能尚未完全释放，供给相对紧张，这使得定价策略变得更加敏感与重要。三星此时通过较低报价抢占客户注意力，有其合理之处。市场上有简单估算认为，这种差价拉动或将使三星能够迅速增加订单，甚至在 2026 年通过 2 nm 工艺为自己带来数亿美元级别的短期营收。这一点对于正在寻求提高代工业务盈利能力的三星来说尤为重要。三星曾面临代工部门业绩压力，技术领先但市场接受度有限，都促使它采取更灵活的策略长期来看，三星这一招能在多大程度上改变市场份额，还要看两个核心变量：一是它的 2 nm 节点技术成熟度和良率能否持续提升；二是设计客户是否真正愿意对供应链结构进行调整，将订单部分转向三星。价格确实是吸引试单和小规模部署的有效杠杆，但大规模商业化生产往往更看重整体合作风险和供应链稳定性。源自：整理自网络，仅用于交流学习，侵删推荐阅读卡脖子技术之1————国内外光刻机水平差距介绍大幅提升速率的5G的关键性技术原理竟然这么简单！看完你就懂了5G网络为什么这么快？看完你就懂了中国芯片行业急缺 30 万人才，为什么大学毕业生八成以上却在转行？全球首发！中国电科38所毫米波芯片刷新记录！突发！中国购EUV光刻机，美国使坏！关注物理微电子前沿科普获取更多有价值的前沿芯闻和科普喜欢的朋友，欢迎转发！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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