Core Viewpoint - The competition in the 2nm wafer foundry market is intensifying, with TSMC setting a price of approximately $30,000 per wafer, which is 50-66% higher than the current 3nm process, while Samsung is adopting a lower price strategy to attract customers [1][2]. Group 1: TSMC's Strategy - TSMC plans to start trial production of its 2nm process within 34 months, targeting a monthly capacity of 30,000 to 35,000 wafers, with a long-term goal of reaching 60,000 wafers per month by 2026 [1]. - The initial yield rate for TSMC's 2nm process is around 60%, while the yield for SRAM exceeds 90%, indicating a smooth path to mass production [1]. - TSMC's pricing strategy focuses on maximizing profits by catering to high-performance computing (HPC) and artificial intelligence (AI) customers, such as Apple, NVIDIA, and AMD [1][2]. Group 2: Samsung's Response - Samsung's 2nm process currently has a yield rate of about 40%, and the company is emphasizing its price competitiveness and quick supply response to attract new customers [2][3]. - Samsung has secured a significant contract with Tesla for the production of next-generation AI chips, which is seen as a recognition of its pricing strategy and supply flexibility [2][3]. - The competition in the 2nm era will depend on various factors, including technological strength, pricing, supply speed, and long-term partnerships [3].
台积电2nm,贵的吓人