台积电：2纳米制程量产

Group 1 - TSMC's 2nm process is set to begin mass production in Q4 2025, utilizing the first-generation nanosheet GAA transistor technology, which promises significant advancements in performance and power efficiency [1] - TSMC's 2nm process has already seen high demand, with major clients like Apple, Nvidia, and Qualcomm pre-ordering most of the initial capacity, which is booked until the end of 2026 [3] - TSMC plans to construct three new 2nm fabs in Hsinchu, Taichung, and Kaohsiung, with trial production expected in 2025 and gradual ramp-up in 2026 [3] Group 2 - TSMC is expected to adjust pricing for its 2nm and 3nm processes starting January 1, 2026, with anticipated increases ranging from 3% to 10%, depending on client contracts and wafer volumes [3] - Samsung has launched its first 2nm process SoC, the Exynos 2600, which is currently in mass production, indicating improved yield rates necessary for large-scale production [4] - TSMC holds a 72% market share in the foundry sector as of Q3 2025, while Samsung's share is only 7%, slightly above SMIC's 5% [4]