<p>➀ TSMC has secured 15 customers for its 2nm process (N2) with wafer prices at $30,000 each, including 10 dedicated to high-performance computing (HPC);</p><p>➁ Apple reserved half of TSMC's 2nm capacity by booking all initial output at the Baoshan fab, while other clients like Nvidia, Intel, and Google will use the Kaohsiung fab;</p><p>➂ TSMC’s 2nm production is projected to reach 45-50k wafers per month in Q4 2025, generating $1.8-3 billion in revenue, with plans to expand to 200k wpm by 2028.</p>