Core Viewpoint - Taiwan Semiconductor Manufacturing Co. (TSMC) is collaborating with MediaTek to utilize its advanced 2-nanometer (nm) process for a new flagship system-on-a-chip (SoC), marking a significant technological advancement for both companies [1][5]. Group 1: Collaboration and Product Development - MediaTek has confirmed that the new SoC has completed the "tape-out" stage, indicating readiness for manufacturing [1]. - The chip is expected to enter mass production in the second half of 2025, with a market release anticipated by late 2026 [2]. - Industry analysts speculate that the new SoC may be named Dimensity 9600, representing MediaTek's next-generation mobile SoC [3]. Group 2: Technological Significance - The 2-nm process is a critical milestone in semiconductor manufacturing, enabling smaller transistors that enhance density, performance, and reduce power consumption [4]. - For mass production profitability, a yield of over 70% is typically required, with 60-70% yield during R&D indicating strong progress [4]. - TSMC's entry into nanosheet transistor architecture with the 2-nm process improves efficiency and performance [5]. Group 3: Industry Impact and Demand - There is high demand for TSMC's 2-nm technology, with major tech companies, including Apple, Intel, AMD, and Nvidia, expected to utilize this technology in future products [7]. - Apple plans to use the 2-nm A20 chip in its iPhone 18 lineup, showcasing the competitive interest in TSMC's advancements [7]. Group 4: Market Performance and Future Plans - TSMC's stock has increased over 33% year-to-date, outperforming the PHLX Semiconductor Index's 22% return [8]. - The company is planning to establish a new multifunctional service center in Pingtung County, set to open in mid-2027, further solidifying its market position [8].