TSMC(US:TSM) 国芯网·2025-04-02 12:16Group 1 - TSMC's 2nm process is expected to begin mass production in the second half of 2025, with orders already being accepted as of April [1] - TSMC's Fab 20 in Hsinchu will be the first to mass produce 2nm chips, with a projected monthly capacity of 22,000 wafers by the end of the year [2] - The combined monthly capacity of TSMC's two factories, Fab 20 and Fab 22, is expected to reach around 30,000 wafers by the end of the year [2] Group 2 - TSMC maintains a dominant position in the 2nm era, with customers willing to wait in line to ensure the quality of new products [2] - The price for TSMC's 2nm wafer has reached a new high of $30,000 per wafer, leading to an anticipated revenue growth of 25% for the year [2] - Major clients for TSMC's 2nm process include Apple, Qualcomm, MediaTek, and AMD, all planning to adopt this advanced process [2]