Core Viewpoint - The semiconductor industry is entering the 2nm process generation, with Samsung reportedly offering a price of $20,000 per wafer, significantly lower than TSMC's price of $30,000, indicating a price war to attract major clients like Nvidia, Qualcomm, and Tesla [1] Group 1: Pricing Strategy - Samsung's 2nm pricing is approximately 33% lower than TSMC's, which is seen as a strategic move to gain market share [1] - The reported price of $20,000 per wafer translates to about NT$600,000, while TSMC's price is around NT$900,000 [1] Group 2: Market Dynamics - TSMC is expected to begin mass production of its 2nm process in the second half of the year, with demand outstripping supply, leading to earlier reports of potential price increases [1] - Samsung's price cut is viewed as an attempt to secure orders from TSMC's major clients, thereby diversifying its customer base [1] Group 3: Clientele and Applications - TSMC has secured orders from major clients including Apple, AMD, MediaTek, and Qualcomm, focusing on high-performance applications such as smartphone chips and CPUs [1] - Currently, Samsung's 2nm process is primarily used for its own mobile processors, but the price reduction aims to expand its economic scale and attract external orders [1]

Core Insights - Samsung has announced a price of $20,000 per wafer for its 2nm process, which is 33% cheaper than TSMC's price of $30,000, indicating a price war in the advanced semiconductor market [1] - TSMC is set to begin mass production of its 2nm process in the second half of 2025, with strong demand from major clients like Apple and Qualcomm, while Samsung aims to diversify its customer base by attracting orders from TSMC's clients [1][2] Group 1 - Samsung's 2nm process is currently only used for its own mobile processors, but the company is actively seeking to expand its customer base by engaging with major firms like NVIDIA and Qualcomm [1] - The second generation of Samsung's 2nm technology (SF2P) is expected to improve performance by 12%, reduce power consumption by 25%, and decrease chip area by 8% compared to the first generation [2] - Samsung has signed a long-term chip supply agreement worth approximately $16.5 billion with Tesla, aiming to produce AI6 chips for Tesla's Full Self-Driving system using the second generation 2nm process [2] Group 2 - Samsung is building its 2nm production capacity in the U.S., with expectations to reach a monthly capacity of 16,000 to 17,000 wafers by the end of next year [2] - TSMC is also advancing its 2nm technology with the introduction of the N2P process, which promises better performance and power efficiency, targeting mass production in the second half of 2026 [2]