2nm争霸战，已打响

Core Viewpoint - The competition between TSMC and Samsung in the production of advanced 2nm chips is intensifying, with TSMC currently having a higher yield rate, which poses a challenge for Samsung in attracting orders [1][2][3]. Group 1: TSMC's 2nm Progress - TSMC has begun receiving orders for its 2nm process and is expected to start production in H2 2023 at its facilities in Hsinchu and Kaohsiung [1][3]. - The 2nm process utilizes Gate-All-Around (GAA) architecture, which is anticipated to improve performance by 10% to 15% and reduce power consumption by 25% to 30% compared to the 3nm process [1][3]. - Major clients for TSMC's 2nm chips include Apple, Nvidia, AMD, Qualcomm, and MediaTek, with MediaTek's CEO hinting at a product design completion by September 2023 [1][3]. Group 2: Samsung's 2nm Challenges - Samsung aims to start producing 2nm chips in H2 2023, likely for its upcoming Galaxy S26 flagship device, but its yield rate is reportedly around 40%, significantly lower than TSMC's 60% [2][3]. - Samsung is leveraging its previous experience with GAA architecture to improve its 2nm yield rates and attract orders from major tech companies [2]. Group 3: Production Capacity and Future Plans - TSMC's 2nm process is entering trial production, with plans to ramp up to a monthly capacity of 30,000 wafers by Q4 2025, and potentially expand to 120,000 to 130,000 wafers per month by 2027 [4]. - TSMC is investing over 1.5 trillion NTD to expand its facilities in Hsinchu and Kaohsiung, aiming to create the world's largest semiconductor manufacturing hub [4].