Key information: TSMC announced significant progress in its 2nm process (N2) research and development, with plans to mass produce by 2025. The performance will be improved by 10% -15% compared to 3nm, and power consumption will be reduced by 25% -30%. Major clients such as Apple and Nvidia have already reserved production capacity.
Industry impact: 2nm technology will consolidate TSMC's monopoly position in advanced processes and further widen the gap with Samsung and Intel.
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