Core Viewpoint - The semiconductor industry is witnessing a significant shift towards 2nm technology, with major companies like MediaTek, AMD, and Nvidia announcing their plans to develop and produce 2nm chips, indicating a competitive landscape and technological advancements in the sector [1][3][9]. Group 1: MediaTek's 2nm Plans - MediaTek plans to launch its first 2nm chip in September 2025, potentially becoming the first company to reach this milestone, ahead of Apple and Qualcomm [3]. - The upcoming 2nm chip is expected to deliver a 15% performance improvement and a 25% reduction in power consumption compared to current 3nm chips, which is significant for Android devices [3][4]. - MediaTek will continue its partnership with TSMC, which is set to begin mass production of its 2nm process in 2026, aligning with MediaTek's timeline [3][4]. Group 2: AMD's Strategy - AMD has confirmed it will be the first customer for TSMC's 2nm process, with its next-generation EPYC server processor, codenamed Venice, expected to launch in 2026 [6][8]. - The company reported a 57% growth in its data center segment in Q1 2025, reflecting its focus on scalable server solutions [7]. - AMD is exploring partnerships beyond TSMC, considering Samsung as a potential second supplier, although it currently relies heavily on TSMC for its 2nm technology [8]. Group 3: Nvidia's Interest - Nvidia is reportedly interested in TSMC's 2nm technology, with CEO Jensen Huang acknowledging the high cost but potential value of the process [9][10]. - There are indications that Nvidia may collaborate with Samsung for an unnamed GPU using the 2nm process, although details remain unclear [10][11]. - The success of Samsung's 2nm process will be crucial for its future contracts, as Nvidia and Qualcomm are evaluating their options in light of Samsung's performance [12]. Group 4: Competitive Landscape - The competition in the semiconductor industry is intensifying, with companies like Broadcom and Intel also eyeing 2nm technology [13]. - The advancements in 2nm technology are expected to drive significant changes in the market, as companies strive to enhance performance and efficiency in their products [1][9].