值得注意的是，2025年台积电的5nm、4nm、3nm制程的代工报价涨幅高于先前所预估的约4%。其中，包括AI在内的HPC的业务订单的涨幅约为8%—10%。分析人士指出，作为全球最大的芯片代工厂，台积电“超预期”涨价可能预示着全球半导体产业链的需求仍非常旺盛。Chip stocks fell collectively in the morning session, as of press time, Semiconductor Manufacturing International Corporation (00981) fell by 4.18%, to 27.5 Hong Kong dollars; Hua Hong Semiconductor (01347) fell by 4.63%, to 21.65 Hong Kong dollars; HG Semi (06908) fell by 3.66%, to 0.79 Hong Kong dollars; Shanghai Fudan (01385) fell by 2.16%, to 16.32 Hong Kong dollars.
According to the Jrj.com app, chip stocks fell collectively in the morning session, as of press time, Semiconductor Manufacturing International Corporation (00981) fell by 4.18%, to 27.5 Hong Kong dollars; Hua Hong Semiconductor (01347) fell by 4.63%, to 21.65 Hong Kong dollars; HG Semi (06908) fell by 3.66%, to 0.79 Hong Kong dollars; Shanghai Fudan (01385) fell by 2.16%, to 16.32 Hong Kong dollars.
On the news front, concerning the U.S. finalizing restrictions on U.S. individuals and companies investing in mainland advanced technologies, including semiconductors, quantum computing, and ai, Foreign Ministry spokesperson Lin Jian responded that China strongly opposes and resolutely opposes the U.S. release of investment restrictions on China. China has lodged representations with the U.S. and will take all necessary measures to firmly uphold its legitimate rights.
It is worth noting that by 2025, Taiwan Semiconductor's 5nm, 4nm, 3nm process manufacturing quotes have risen more than the previously estimated approximately 4%. Among them, the increase in business orders, including HPC, such as ai, is about 8%-10%. Analysts point out that as the world's largest chip foundry, Taiwan Semiconductor's unexpected price increases may indicate that the demand for the global semiconductor industry chain is still very strong.
