Core Viewpoint - The article emphasizes the growing dominance of TSMC in the advanced semiconductor manufacturing sector, particularly with the upcoming 2nm process technology, which is expected to capture a significant market share and drive performance improvements for major clients like Apple and AI chip manufacturers [2][4]. Group 1: TSMC's Market Position - TSMC is projected to enter the 2nm process era next year, potentially achieving a monopoly market share of up to 95% in this segment [2]. - The N2 technology utilizes a leading-edge nanosheet transistor architecture, resulting in a 15% increase in transistor density compared to the previous 3nm process, with performance improvements of 15% at the same voltage or a reduction in power consumption by 24% to 35% [4]. - Analysts believe that despite Samsung's limited competition in the 2nm space, TSMC's market dominance is unlikely to be challenged [4]. Group 2: Clientele and Applications - Apple is expected to be one of the first major clients for TSMC's 2nm process, with its iPhone 18 series set to fully adopt these advanced chips, which will significantly boost TSMC's performance [4]. - AI chips are identified as another critical application area for TSMC's 2nm technology, with major companies like NVIDIA, AMD, and Intel confirming their plans to utilize this advanced process, although their production timelines will lag behind Apple's initial demand [4].