TSMC(US:TSM) Xin Lang Cai Jing·2026-01-03 01:12Core Insights - TSMC's stock price reached a new high, increasing by 6.69% over two days, driven by technological advancements and market strategies [1] - The company plans to start mass production of its 2nm process technology in Q4 2025, utilizing advanced GAA transistor technology to enhance chip performance and energy efficiency [1] - Apple has pre-ordered TSMC's 2nm capacity to support new iPhone models, indicating strong market confidence in TSMC's new technology [1] Group 1: Technological Advancements - TSMC's Kaohsiung Fab22 has become the main production base for the 2nm process, showcasing the growth potential of the southern Taiwan tech industry [1] - TSMC has received U.S. export licenses, ensuring supply chain stability in international markets and facilitating the supply of U.S.-made chip manufacturing equipment to its Nanjing plant [1] - Collaboration with NVIDIA on new chip orders highlights the strong demand for cutting-edge technology in the semiconductor industry [1] Group 2: Market Position and Competition - TSMC is in fierce competition with Samsung in the 2nm technology space, but is perceived to have an advantage in reliability and market acceptance [2] - The market application of TSMC's 2nm process is expected to expand significantly, positioning it as a new benchmark in the semiconductor industry [2] - TSMC's 2nm process is projected to generate revenue exceeding the combined total of its 3nm and 5nm processes, leading the technological transformation in the semiconductor sector [2]