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MediaTek to tape out 2nm chip at TSMC in Sept, MediaTek CEO says

1. MediaTek to tape out 2nm chip at TSMC by September 2025. 2. This collaboration indicates TSMC's technological advancement in semiconductor manufacturing.

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Why Bullish?

MediaTek's 2nm chip development showcases TSMC's leadership in cutting-edge technology, likely driving demand. Historical partnerships in semiconductor advances often resulted in stock price upticks.

How important is it?

The development of a 2nm chip symbolizes TSMC's continued innovation, essential for sustaining competitive advantage. This could attract institutional investments and broader market confidence in TSMC's future performance.

Why Long Term?

The 2025 timeline indicates a long-term growth opportunity as TSMC secures key partnerships for future technologies, akin to past advancements with 5nm processes that significantly grew TSM's market position.

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