$Taiwan Semiconductor Manufacturing(TSM)$
The United States has gone through great efforts, and finally, 4nm production has begun domestically. "TSMC previously estimated that its first wafer factory in Arizona would begin mass production in the first half of 2025, and the second wafer factory would produce the most advanced 2nm chips in 2028." Once domestic EUV technology emerges, China can quickly advance to 2nm, essentially on par with the United States. In terms of manufacturing, the United States should not expect to create a significant gap anytime soon.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
