Just as Taiwan Electric's 2-nanometer process is about to be produced and the market has already received 15 customers, rival Samsung has also increased confidence in the yield rate of production technology after its previous customer Tesla cut 2-nanometer orders, so that while preparing to launch a price battle and fighting potential customer support, the market is focusing on Taiwan Electric's other advanced processes, including orders of 3-nanometer, 5-nanometer, and 7-nanometer. Because the market predicts, these advanced processes that have been produced will be the focus of continuing to maintain harvest growth.

Taiwan Power, which will be held in the third quarter of 2025 Legal Conference on October 16, is expected to focus on the 2nm state of the upcoming production and the competition between competitors, predicting the advanced production process of production will also be the focus of legal persons. According to the statement of Chairman Wei Zhejia at the last season of Taiwan Electric Power at the Legal Conference, Chairman Wei Zhejia pointed out that 3 nanometers and 5 nanometers are expected to remain tight for several years, and will promote 3 nanometers through 5 nanometer process products, and 7 nanometers can support 5 nanometers to reduce the supply and demand gap. Since 85% to 90% of equipment can be shared, it will help improve operational flexibility. As for 4 nanometers, Wei Zhejia said that most AI products are still 4 nanometers and are expected to be transferred to 3 nanometers within 2 years.

According to the supply chain, the competition for the new generation of flagship mobile phone chips has begun, including the Apple A19 series, Qualcomm's fifth-generation Snapdragon 8 Elite Gen 5, the CTG Tianhua 9500, and the Google Tenser G5 are all created with TECHNOLOGY N3P process technology. In addition, a variety of PC processors such as Apple M5, Qualcomm Snapdragon X2 Elite, Snapdragon X2 Elite Extreme, etc. will also adopt a t-electronic 3-nanometer process. In terms of HPC chips, NVIDIA Rubin GPU, AMD MI355X, and Amazon AWS Trainium3 will also be mass-produced in early 2026, and 3 nanometers will become the key driver for NTF.

Overall, the NTF 3-nanometer and 5-nanometer production capacity will continue to maintain full loading status, and the energy utilization rate is expected to reach nearly 100% level in the first half of 2026. Among them, due to strong market demand, the production capacity of the 3nm process has been booked by many large factories.