Core Viewpoint - The semiconductor industry is engaged in a continuous and evolving competition, particularly focused on the advancement of process nodes, with the 2nm node being the latest battleground that will reshape the industry's landscape [2][19]. Foundry Competition - The competition among foundries is characterized by the need to secure advanced process orders by being the first to achieve mass production, with the risk of falling back to price wars for those lagging behind [2][3]. - TSMC is recognized as the leader in advanced processes, having established a stronghold since the 7nm node and is now focusing on the 2nm node, which is expected to significantly enhance performance and reduce power consumption [3][4]. - Samsung aims to reclaim its position by introducing its 2nm process earlier than TSMC, despite facing challenges with yield issues in previous nodes [6][8]. - Intel is attempting to regain its competitive edge with its IDM 2.0 strategy, planning to launch its 2nm process by the end of 2025, leveraging new technologies like RibbonFET and PowerVia [8][9]. Emerging Players - Rapidus, a new entrant backed by the Japanese government, aims to focus on advanced processes rather than competing on scale, with plans to start 2nm trial production in 2025 [10][11]. Fabless Companies Dynamics - Fabless companies are cautious about adopting new technologies due to high costs, but many are shifting towards more aggressive strategies to maintain competitiveness in the rapidly evolving market [11][12]. - Apple is positioned as a key player, securing early access to TSMC's 2nm capacity for its upcoming products, which is crucial for its AI strategy [12][13]. - Qualcomm is aligning with TSMC for its 2nm process to maintain competitiveness in the Android ecosystem, while AMD plans to utilize TSMC's 2nm for its high-performance computing products [14][15]. - NVIDIA is strategically waiting for stable yields before committing to 2nm, focusing on maximizing performance and efficiency for AI applications [16][17]. - MediaTek is also planning to adopt 2nm technology for its flagship products, aiming to enhance its market position against competitors [17][18]. Industry Outlook - The 2nm node is seen as a critical juncture that will determine the future landscape of the semiconductor industry, with companies racing to achieve stable production to secure their market positions [19][20].