Core Viewpoint - Samsung is initiating a price war in the 2nm semiconductor market to challenge TSMC's dominance, but industry experts believe that TSMC's advantages in technology, yield, and stable supply make it very difficult for Samsung to disrupt TSMC's leading position in the short term [1] Group 1: TSMC's Advantages - TSMC's initial yield for 2nm technology is reported to be between 64% and 66%, with SRAM yield exceeding 90%, indicating a promising outlook for mass production [1] - TSMC has the most production facilities for its 2nm process, spanning four major wafer fabs in Hsinchu, Baoshan, and Kaohsiung, with a monthly capacity of approximately 40,000 wafers by the end of this year [1] - TSMC's business model focuses solely on foundry services, avoiding competition with its customers, which has helped build strong trust with them [1] Group 2: Market Demand and Capacity Expansion - TSMC anticipates that demand for its 2nm technology will surpass that of previous generations based on current customer adoption willingness [1] - To meet the growing demand for next-generation high-performance chips, TSMC is continuously expanding its 2nm capacity, aiming for a monthly capacity of 100,000 wafers by 2026 [1]