Taiwan Semiconductor Dominates AI Supply Chain, Even Shortages May Not Slow It Down: Analyst

Benzinga

Apr 17

Bulk told CNBC on Friday that demand for 2-nanometer chips is expected to be strong, with major AI and smartphone players positioning to adopt the new node and its derivatives. However, he noted that...

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He explained that AI-focused customers such as Nvidia, AMD, and Broadcom operate with higher margins and can absorb higher prices than smartphone players like Apple and Qualcomm.As a result, he expects Taiwan Semiconductor to introduce multiple variants of the 2nm node with tiered pricing. He estimated a baseline wafer price of around $30,000 for 2nm, up from roughly $24,000 for 3nm, indicating a significant premium. He added that this pricing power should drive margin expansion again in 2027 afte","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AIPO":"Defiance AI and Power Infrastructure ETF","AGIX":"通用人工智能 ETF-AGIX","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","ARTY":"ISHARES FUTURE AI & TECH ETF"},"translate_title":"分析师：台积电主导人工智能供应链，即使短缺也可能无法减缓其速度","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIPO":1.5,"AGIX":1.5,"ARTY":1.5,"CHAT":1.5},"content_text":"Bulk told CNBC on Friday that demand for 2-nanometer chips is expected to be strong, with major AI and smartphone players positioning to adopt the new node and its derivatives. \nHowever, he noted that the revenue contribution will remain limited in the near term, likely staying below 10% even in the later part of the year, as Taiwan Semiconductor scales production from a large base. \nBulk said Taiwan Semiconductor is likely to adopt differentiated pricing for 2nm chips based on customer segments. He explained that AI-focused customers such as Nvidia, AMD, and Broadcom operate with higher margins and can absorb higher prices than smartphone players like Apple and Qualcomm. \nAs a result, he expects Taiwan Semiconductor to introduce multiple variants of the 2nm node with tiered pricing. He estimated a baseline wafer price of around $30,000 for 2nm, up from roughly $24,000 for 3nm, indicating a significant premium. He added that this pricing power should drive margin expansion again in 2027 after the near-term pressure.\nBulk said geopolitical risks and supply constraints—particularly around critical materials like helium—are becoming a growing concern for the semiconductor industry. \nHowever, he emphasized that Taiwan Semiconductor's position as the only leading-edge foundry makes it central to the global AI value chain. \nHe said this strategic importance would likely ensure priority access to critical materials, allowing the company to maintain production of advanced chips even if supply bottlenecks emerge.\nTSM Price Action: Taiwan Semiconductor shares were up 0.38% at $364.74 during premarket trading on Friday, according to Benzinga Pro data.\nPhoto via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}