Group 1 - The iPhone 18 series is set to begin production line setup and mass production verification in December 2025, with full-scale production expected to start in early Q2 2026 and ramp-up to be completed by early Q3 2026 [1] - Apple plans to adjust its product release strategy starting with the iPhone 18 series, alternating releases between fall and spring, with high-end models expected to launch in fall 2026 and standard models potentially delayed until spring 2027 [3] - The iPhone 18 Pro series is anticipated to feature the A20 chip based on TSMC's 2nm process, promising a 15% performance increase and a 30% reduction in power consumption, along with a new packaging technology to enhance thermal efficiency [4] Group 2 - Apple is actively diversifying its supply chain, with Indian factories expected to take on part of the iPhone 18 series production, aiming for nearly 100% of the U.S. market to be supplied by Indian manufacturing by the end of 2026 [4] - The production preparations for the iPhone 18 series have entered a critical phase, with a potential simultaneous launch of the new models and the first foldable iPhone in September 2026 [7]

Core Viewpoint - The article highlights the advancements in semiconductor technology, particularly focusing on TSMC's 2nm process and its implications for major clients like Apple, indicating a strong demand and production capacity despite challenges in the market [2][4]. Group 1: TSMC's 2nm Process - TSMC is set to enhance its 2nm process capacity in the upcoming quarter, with a wafer price reaching $30,000, marking a historical high [4]. - Apple is projected to account for nearly half of TSMC's 2nm production capacity, with Qualcomm following as a significant client [4]. - The new facilities in Hsinchu and Kaohsiung are crucial for the 2nm process, expected to commence mass production in 2025 [4]. Group 2: Market Demand and Competition - Despite concerns about competitors potentially capturing TSMC's orders, the company continues to follow its planned technological roadmap without significant disruptions [4]. - The initial adoption scale of the 2nm process is anticipated to surpass that of the 3nm and 5nm processes in their early stages [4]. - TSMC's profitability is expected to exceed expectations, even amidst challenges such as tariffs, currency fluctuations, and rising costs [4].

Market Overview - The main board saw significant gains with stocks like Changshan Beiming (+10.02%), Dongshan Precision (+10.00%), and others reaching the maximum increase of 10.00% [1] - The ChiNext board led with Mankun Technology (+20.01%) and Jinxi Modern (+20.00%) showing strong performance [1] - The Sci-Tech Innovation board also performed well, with Shengyi Electronics (+13.86%) and Suochen Technology (+12.70%) among the top gainers [1] - Active sub-industries included SW Printed Circuit Boards (+7.56%) and SW Communication Network Equipment and Devices (+4.57%) [1] Domestic News - Coray, a brand under Chengdu Guangyu High Dimension, launched its flagship product, Coray Air2 smart AR glasses, featuring a full-color silicon carbide etched waveguide supplied exclusively by Guangna Siwei [1] - TSMC announced a consolidated revenue of NT$933.79 billion and a net profit of NT$398.27 billion for Q2 2025, driven by the ramp-up of 3nm processes and explosive growth in HPC demand [1] - Zhiyuan Robotics received strategic investment from Charoen Pokphand Group, marking a new phase in promoting the globalization of domestic robotics [1] - Jiangxi Zhaochi Integrated, a subsidiary of Zhaochi Co., held a ceremony for its optical laser epitaxy and chip product line, aiming for mass production of 25G DFB laser chips and planning to launch 50G DFB and 100G VCSEL chips by 2026 [1] Company Announcements - State Grid Information Communication announced that its subsidiary, Jiyuan Software, won a major contract for the State Grid's 2025 procurement, totaling approximately CNY 966.01 million [3] - Tuojing Technology projected Q2 2025 revenue between CNY 1.21 billion and CNY 1.26 billion, representing a year-on-year growth of 52% to 58%, with net profit expected to grow by 101% to 108% [3] - Yunsai Zhili announced a cash dividend of CNY 0.045 per share for A-shares and USD 0.006275 for B-shares, totaling CNY 61.55 million [3] - Dianguang Media revealed a profit distribution plan for 2024, proposing a total cash distribution of CNY 28.35 million [3] International News - Lumus, a manufacturer of reflective waveguide technology for AR glasses, expanded its partnership with Quanta Computer to enhance its supply chain infrastructure [2] - Marvell announced plans to collaborate with TSMC on advanced processes below 3nm, further solidifying TSMC's dominance in the chip foundry market [2] - ASML announced the shipment of the world's first second-generation High NA EUV lithography machine, which offers higher wafer throughput compared to its predecessor [2] - Counterpoint Research reported a 2% year-on-year increase in global smartphone shipments for Q2 2025, driven by strong performance in North America, Japan, and Europe [2]

Core Viewpoint - Google is accelerating its upgrade of the Tensor G6 chip to TSMC's 2nm process, aiming to keep pace with competitors in the semiconductor industry [2][3]. Group 1: Chip Development Timeline - The first Tensor chip, launched in 2021 with the Pixel 6, was manufactured using Samsung's 5nm process, and the Tensor G2 followed suit the next year [2]. - The Tensor G3 was the first to utilize a 4nm process, while the current Tensor G4 is also based on this technology [2]. - Google plans to transition the Tensor G5 to TSMC's 3nm process later this year, marking a significant shift in its manufacturing strategy [2]. Group 2: Future Plans for Tensor G6 - According to reports, Google intends to use TSMC's 2nm process for the Tensor G6 in the Pixel 11 series, which is set to launch in 2026 [3]. - This move could position Google ahead of competitors, as the next Snapdragon 8 Elite chipset may still be using a 3nm process at that time [3]. - There are indications that Qualcomm may produce a 3nm version of its upcoming flagship products, while Samsung is expected to manufacture a 2nm version specifically for Galaxy devices [3]. Group 3: Features and Enhancements - Limited information is available about the Tensor G6, but a report suggests it may include AI-enhanced features [4]. - Leaks from Google's gChips division indicate that the Pixel 11 series could feature video editing tools powered by "Video Generation ML" [4]. - Additionally, there are rumors that the Tensor G6 will focus on health-related functionalities, such as monitoring breathing, sleep apnea, and gait analysis [4].