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While Samsung and Intel appear to have bridged the gap with TSMC at the 2nm process node, the reality is that they've only managed to secure a partial lead. TSMC continues to command substantial advantages across customer orders, capacity expansion, capital investments, and core technological breakthroughs. CEO C.C. Wei has expressed his lack of concern regarding Intel's competitive threat, and his confidence is well-founded. The technological moat surrounding advanced processes is exceptionally formidable. Even in the unlikely scenario where Samsung or Intel manage to pull ahead in the 2nm mass production timeline, TSMC's subsequent strategic布局 (which translates to "strategic layout" or more naturally, "strategic positioning") will still pose a significant challenge for them to close the gap.
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