Core Viewpoint - TSMC's 2nm technology is experiencing unprecedented demand, with significant implications for the semiconductor industry and TSMC's revenue growth [2][3]. Group 1: TSMC's 2nm Technology - TSMC is set to mass-produce 2nm chips in H2 2024, which is expected to drive approximately NT$73 trillion in global product value over the next five years [2]. - The anticipated revenue for TSMC in 2024 is NT$2.8943 trillion, a 2.79 times increase from NT$762.8 billion in 2014, with a gross margin rising from 49.5% to 56.1% [3]. - Major clients such as AMD, MediaTek, Qualcomm, Microsoft, and Meta are actively pursuing 2nm technology for high-end products, indicating strong market interest [2][3]. Group 2: Future Developments - TSMC plans to build four 1.4nm wafer fabs in the Zhongke Phase II park, with the first expected to begin risk production by the end of 2027 and mass production in H2 2028 [4][5]. - The initial monthly production capacity for the 1.4nm process is projected to be around 50,000 wafers [6]. - The Zhongke Phase II expansion will also accommodate other semiconductor-related companies, enhancing the local supply chain ecosystem [8].