Ge Long Hui·2025-09-18 08:17Core Viewpoint - TSMC is set to begin mass production of its 2nm process by the end of this year, with Apple securing half of the capacity for its 2nm chips by 2026 [1] Group 1: Company Developments - TSMC's stock rose nearly 1% to $265.17 ahead of market opening [1] - The upcoming iPhone 18 series will feature the A20 and A20 Pro processors, which will utilize TSMC's 2nm process [1] - The MacBook Pro's M6 processor and the next-generation Vision Pro's R2 chip will also adopt TSMC's 2nm technology [1] Group 2: Industry Implications - The collaboration between TSMC and Apple highlights the increasing demand for advanced semiconductor technology [1] - The shift to 2nm technology represents a significant advancement in chip manufacturing, potentially impacting the competitive landscape in the semiconductor industry [1]