又一芯片大厂，进军2nm

Core Viewpoint - TSMC is set to mass produce 2nm process technology in the second half of the year, with major clients like Intel and AMD placing orders, which is expected to boost TSMC's performance in the latter half of the year [1][2]. Group 1: TSMC's 2nm Process Development - TSMC plans to begin mass production of its 2nm process technology, with Intel and AMD as key clients [1]. - Intel is reportedly joining TSMC's 2nm client list, aiming to produce next-generation PC processors [1]. - TSMC has confirmed that the development of its 2nm technology is progressing well, utilizing first-generation nanosheet transistors to enhance performance and power efficiency [2]. Group 2: Client Collaborations - AMD has become TSMC's first 2nm customer, with its new EPYC processor, code-named "Venice," successfully taped out [4]. - AMD's collaboration with TSMC is highlighted as a significant step in advancing high-performance computing (HPC) products [4][5]. - TSMC's chairman emphasized the importance of the partnership with AMD in driving technological advancements and improving chip performance and yield [4]. Group 3: Future Prospects - The successful trial production of the 2nm wafers is expected to align with U.S. chip manufacturing policies, particularly for AMD's upcoming products [5]. - TSMC's advancements in 2nm technology are anticipated to meet the industry's growing demand for energy-efficient computing solutions [2].