As the globe's foremost advanced wafer foundry, TSMC's pivotal moment for significant growth is intricately tied to the large-scale production facilitated by EUV (Extreme Ultraviolet) technology. According to insights from semiconductor analysis firm Semi Analysis, TSMC's 20-year evolution from 2005 to the present can be neatly segmented into two distinct eras. From 2005 to 2019, the average selling price (ASP) of its wafers witnessed a mere $32 increment, reflecting a meager compound annual growth rate (CAGR) of 0.1%. However, post-2019, the scenario underwent a dramatic transformation, with the ASP soaring by 133% and the CAGR reaching an impressive 15.2%, culminating in a staggering 3.3-fold surge in profits.

TSMC officially embarked on the mass production journey of EUV technology in 2018, with production volumes experiencing a significant uptick after 2019. This shift precipitated a notable rise in wafer prices, a trend that became particularly pronounced in 2020. During this period, adjustments within the global semiconductor supply chain further cemented TSMC's preeminent status in advanced manufacturing processes. Presently, TSMC's pricing for 2nm wafers hovers around the $30,000 mark, with projections indicating a consecutive three-year price hike in the pipeline. Additionally, the quotation for A16 wafer foundry services is anticipated to escalate by a substantial 50%.